First Heartland Consultants’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$395K Sell
2025
Q2
$363K Buy
2025
Q1
$262K Buy
2023
Q2
Sell
2023
Q1
$540K Buy
2022
Q4
$470K Sell
2022
Q3
$569 Buy
2022
Q2
$559K Buy