Evercore Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Hold |
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|
2025
Q1 | $838K | Hold |
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|
2024
Q4 | $760K | Hold |
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|
2024
Q3 | $896K | Hold |
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|
2024
Q2 | $811K | Hold |
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|
2024
Q1 | $831K | Hold |
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|
2023
Q4 | $813K | Hold |
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|
2023
Q3 | $811K | Hold |
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|
2023
Q2 | $832K | Hold |
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|
2023
Q1 | $707K | Sell |
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|
2022
Q4 | $683K | Sell |
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|
2022
Q3 | $640K | Sell |
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|
2022
Q2 | $796K | Hold |
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|
2022
Q1 | $933K | Buy |
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|
2021
Q4 | $903K | Sell |
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|
2021
Q3 | $759K | Sell |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $707K | Hold |
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|
2020
Q4 | $704K | Sell |
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|
2020
Q3 | $707K | Sell |
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|
2020
Q2 | $665K | Buy |
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|
2020
Q1 | $604K | Sell |
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|
2019
Q4 | $658K | Buy |
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|
2019
Q3 | $621K | Sell |
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|
2019
Q2 | $643K | Hold |
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|
2019
Q1 | $553K | Buy |
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|
2018
Q4 | $267K | Hold |
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|
2018
Q3 | $286K | Hold |
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|
2018
Q2 | $263K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $13K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $96K | Buy |
|