Fiduciary Family Office’s Steris STE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.22M | Buy |
5,085
+2,241
| +79% | +$538K | 0.4% | 54 |
|
2025
Q1 | $645K | Buy |
+2,844
| New | +$645K | 0.21% | 100 |
|
2024
Q4 | – | Sell |
-2,996
| Closed | -$727K | – | 210 |
|
2024
Q3 | $727K | Buy |
2,996
+508
| +20% | +$123K | 0.24% | 88 |
|
2024
Q2 | $546K | Hold |
2,488
| – | – | 0.22% | 120 |
|
2024
Q1 | $559K | Sell |
2,488
-559
| -18% | -$126K | 0.22% | 124 |
|
2023
Q4 | $670K | Buy |
+3,047
| New | +$670K | 0.29% | 80 |
|