Daymark Wealth Partners’s Steris STE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.53M | Buy |
31,337
+969
| +3% | +$233K | 0.29% | 71 |
|
2025
Q1 | $6.88M | Buy |
30,368
+35
| +0.1% | +$7.93K | 0.3% | 74 |
|
2024
Q4 | $6.24M | Buy |
30,333
+111
| +0.4% | +$22.8K | 0.26% | 82 |
|
2024
Q3 | $7.33M | Buy |
30,222
+23,985
| +385% | +$5.82M | 0.31% | 69 |
|
2024
Q2 | $1.37M | Sell |
6,237
-41
| -0.7% | -$9K | 0.06% | 197 |
|
2024
Q1 | $1.41M | Hold |
6,278
| – | – | 0.08% | 159 |
|
2023
Q4 | $1.38M | Hold |
6,278
| – | – | 0.08% | 155 |
|
2023
Q3 | $1.38M | Hold |
6,278
| – | – | 0.09% | 145 |
|
2023
Q2 | $1.41M | Buy |
6,278
+539
| +9% | +$121K | 0.1% | 142 |
|
2023
Q1 | $1.1M | Buy |
+5,739
| New | +$1.1M | 0.15% | 117 |
|