Forum Financial Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
1,679
+492
| +41% | +$118K | 0.01% | 502 |
|
|
2025
Q1 | $269K | Buy |
1,187
+3
| +0.3% | +$680 | ﹤0.01% | 648 |
|
|
2024
Q4 | $243K | Buy |
1,184
+78
| +7% | +$16K | ﹤0.01% | 743 |
|
|
2024
Q3 | $268K | Sell |
1,106
-5
| -0.5% | -$1.21K | ﹤0.01% | 570 |
|
|
2024
Q2 | $244K | Buy |
1,111
+7
| +0.6% | +$1.54K | ﹤0.01% | 574 |
|
|
2024
Q1 | $248K | Buy |
1,104
+5
| +0.5% | +$1.12K | ﹤0.01% | 591 |
|
|
2023
Q4 | $242K | Hold |
1,099
| – | – | ﹤0.01% | 556 |
|
|
2023
Q3 | $241K | Hold |
1,099
| – | – | 0.01% | 504 |
|
|
2023
Q2 | $247K | Buy |
1,099
+44
| +4% | +$9.9K | 0.01% | 510 |
|
|
2023
Q1 | $202K | Buy |
+1,055
| New | +$202K | 0.01% | 570 |
|
|
2022
Q3 | – | Sell |
-1,080
| Closed | -$223K | – | 596 |
|
|
2022
Q2 | $223K | Buy |
1,080
+48
| +5% | +$9.91K | 0.01% | 470 |
|
|
2022
Q1 | $249K | Sell |
1,032
-31
| -3% | -$7.48K | 0.01% | 475 |
|
|
2021
Q4 | $259K | Buy |
+1,063
| New | +$259K | 0.01% | 484 |
|