FWA
FSM Wealth Advisors’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
5,422
+271
| +5% | +$63.2K | 0.21% | 71 |
|
|
2025
Q1 | $1.17M | Buy |
5,151
+167
| +3% | +$37.8K | 0.26% | 53 |
|
|
2024
Q4 | $1.05M | Sell |
4,984
-4
| -0.1% | -$841 | 0.26% | 57 |
|
|
2024
Q3 | $1.21M | Buy |
+4,988
| New | +$1.21M | 0.32% | 51 |
|
|
2023
Q3 | – | Sell |
-932
| Closed | -$209K | – | 167 |
|
|
2023
Q2 | $209K | Buy |
+932
| New | +$209K | 0.1% | 160 |
|