GJWM
Gilliland Jeter Wealth Management’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
1,509
+3
| +0.2% | +$721 | 0.12% | 130 |
|
|
2025
Q1 | $341K | Sell |
1,506
-1,102
| -42% | -$250K | 0.12% | 130 |
|
|
2024
Q4 | $536K | Sell |
2,608
-244
| -9% | -$50.2K | 0.18% | 106 |
|
|
2024
Q3 | $692K | Sell |
2,852
-22
| -0.8% | -$5.34K | 0.22% | 90 |
|
|
2024
Q2 | $631K | Sell |
2,874
-222
| -7% | -$48.7K | 0.21% | 94 |
|
|
2024
Q1 | $696K | Sell |
3,096
-979
| -24% | -$220K | 0.24% | 89 |
|
|
2023
Q4 | $896K | Buy |
+4,075
| New | +$896K | 0.37% | 74 |
|