DWM
Diversify Wealth Management’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
9,070
+1,697
| +23% | +$414K | 0.14% | 171 |
|
|
2025
Q1 | $1.65M | Buy |
7,373
+1,379
| +23% | +$309K | 0.12% | 185 |
|
|
2024
Q4 | $1.23M | Buy |
5,994
+1,772
| +42% | +$365K | 0.1% | 189 |
|
|
2024
Q3 | $934K | Buy |
4,222
+304
| +8% | +$67.2K | 0.09% | 202 |
|
|
2024
Q2 | $934K | Buy |
+3,918
| New | +$934K | 0.12% | 168 |
|