CPC
Consolidated Planning Corp’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,072
| Closed | -$3.3M | – | 214 |
|
|
2024
Q4 | $3.3M | Buy |
16,072
+329
| +2% | +$67.6K | 0.45% | 66 |
|
|
2024
Q3 | $3.82M | Buy |
15,743
+1,758
| +13% | +$426K | 0.57% | 61 |
|
|
2024
Q2 | $3.07M | Buy |
13,985
+2,882
| +26% | +$633K | 0.51% | 62 |
|
|
2024
Q1 | $2.5M | Buy |
11,103
+1,833
| +20% | +$412K | 0.43% | 71 |
|
|
2023
Q4 | $2.04M | Buy |
9,270
+744
| +9% | +$164K | 0.38% | 70 |
|
|
2023
Q3 | $1.87M | Buy |
8,526
+348
| +4% | +$76.4K | 0.41% | 66 |
|
|
2023
Q2 | $1.84M | Buy |
8,178
+120
| +1% | +$27K | 0.39% | 66 |
|
|
2023
Q1 | $1.54M | Buy |
8,058
+111
| +1% | +$21.2K | 0.4% | 64 |
|
|
2022
Q4 | $1.47M | Buy |
+7,947
| New | +$1.47M | 0.41% | 61 |
|
|
2021
Q4 | – | Sell |
-729
| Closed | -$149K | – | 389 |
|
|
2021
Q3 | $149K | Buy |
+729
| New | +$149K | 0.1% | 76 |
|