EWA
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EP Wealth Advisors’s Steris STE Stock Holding History

EP Wealth Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$227K Buy
943
+3
+0.3% +$721 ﹤0.01% 1176
2025
Q1 		$213K Sell
940
-71
-7% -$16.1K ﹤0.01% 1105
2024
Q4 		$208K Buy
1,011
+169
+20% +$34.7K ﹤0.01% 1058
2024
Q3 		$204K Buy
+842
New +$204K ﹤0.01% 1038