Geneos Wealth 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 | $41.8K | Sell |
174
-105
| -38% | -$25.2K | ﹤0.01% | 1674 |
|
|
2025
Q1 | $63.2K | Buy |
279
+254
| +1,016% | +$57.6K | ﹤0.01% | 1790 |
|
|
2024
Q4 | $5.14K | Buy |
25
+4
| +19% | +$822 | ﹤0.01% | 2324 |
|
|
2024
Q3 | $5.09K | Buy |
21
+13
| +163% | +$3.15K | ﹤0.01% | 2070 |
|
|
2024
Q2 | $1.76K | Hold |
8
| – | – | ﹤0.01% | 1911 |
|
|
2024
Q1 | $1.8K | Hold |
8
| – | – | ﹤0.01% | 1917 |
|
|
2023
Q4 | $1.76K | Sell |
8
-3
| -27% | -$660 | ﹤0.01% | 1937 |
|
|
2023
Q3 | $2.41K | Buy |
11
+3
| +38% | +$658 | ﹤0.01% | 1906 |
|
|
2023
Q2 | $1.8K | Hold |
8
| – | – | ﹤0.01% | 1938 |
|
|
2023
Q1 | $1.53K | Sell |
8
-15
| -65% | -$2.87K | ﹤0.01% | 1947 |
|
|
2022
Q4 | $4.25K | Buy |
23
+15
| +188% | +$2.77K | ﹤0.01% | 1742 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1967 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 2542 |
|
|
2022
Q1 | $1K | Sell |
8
-19
| -70% | -$2.38K | ﹤0.01% | 2697 |
|
|
2021
Q4 | $6K | Buy |
27
+6
| +29% | +$1.33K | ﹤0.01% | 2371 |
|
|
2021
Q3 | $4K | Hold |
21
| – | – | ﹤0.01% | 2531 |
|
|
2021
Q2 | $4K | Buy |
21
+13
| +163% | +$2.48K | ﹤0.01% | 2533 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 3062 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 2832 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 2569 |
|
|
2020
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 2509 |
|
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 2421 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 2500 |
|
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 2437 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 2441 |
|
|
2019
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 2354 |
|