FVWA
Foster Victor Wealth Advisors’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
75,383
+2,691
| +4% | +$622K | 1.18% | 23 |
|
|
2025
Q1 | $16.1M | Buy |
72,692
+4,566
| +7% | +$1.01M | 1.29% | 19 |
|
|
2024
Q4 | $14.3M | Buy |
68,126
+6,266
| +10% | +$1.31M | 1.09% | 34 |
|
|
2024
Q3 | $14.1M | Buy |
61,860
+1,558
| +3% | +$354K | 1.13% | 28 |
|
|
2024
Q2 | $13.7M | Buy |
60,302
+5,999
| +11% | +$1.37M | 1.15% | 32 |
|
|
2024
Q1 | $11.2M | Buy |
54,303
+10,985
| +25% | +$2.27M | 1.02% | 46 |
|
|
2023
Q4 | $9.56M | Buy |
43,318
+2,370
| +6% | +$523K | 0.98% | 49 |
|
|
2023
Q3 | $9.18M | Sell |
40,948
-734
| -2% | -$165K | 1.07% | 45 |
|
|
2023
Q2 | $9.13M | Buy |
41,682
+264
| +0.6% | +$57.8K | 1.01% | 45 |
|
|
2023
Q1 | $7.92M | Buy |
41,418
+1,933
| +5% | +$370K | 0.96% | 45 |
|
|
2022
Q4 | $7.57M | Buy |
39,485
+6,540
| +20% | +$1.25M | 0.96% | 49 |
|
|
2022
Q3 | $5.69M | Buy |
32,945
+3,955
| +14% | +$683K | 0.83% | 53 |
|
|
2022
Q2 | $6.1M | Buy |
28,990
+2,167
| +8% | +$456K | 0.91% | 51 |
|
|
2022
Q1 | $6.68M | Buy |
26,823
+2,952
| +12% | +$735K | 0.91% | 47 |
|
|
2021
Q4 | $5.77M | Buy |
23,871
+3,417
| +17% | +$826K | 0.79% | 51 |
|
|
2021
Q3 | $4.18M | Buy |
20,454
+3,320
| +19% | +$678K | 0.67% | 52 |
|
|
2021
Q2 | $3.54M | Buy |
17,134
+4,442
| +35% | +$916K | 0.59% | 58 |
|
|
2021
Q1 | $2.58M | Buy |
12,692
+5,365
| +73% | +$1.09M | 0.48% | 61 |
|
|
2020
Q4 | $1.39M | Buy |
7,327
+2,886
| +65% | +$547K | 0.32% | 74 |
|
|
2020
Q3 | $782K | Buy |
4,441
+2,402
| +118% | +$423K | 0.21% | 78 |
|
|
2020
Q2 | $313K | Buy |
+2,039
| New | +$313K | 0.1% | 98 |
|