HB 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 | $534K | Sell |
2,225
-229
| -9% | -$55K | ﹤0.01% | 697 |
|
2025
Q1 | $556K | Buy |
+2,454
| New | +$556K | ﹤0.01% | 710 |
|
2024
Q4 | – | Sell |
-1,022
| Closed | -$248K | – | 1087 |
|
2024
Q3 | $248K | Buy |
1,022
+91
| +10% | +$22.1K | ﹤0.01% | 812 |
|
2024
Q2 | $204K | Buy |
+931
| New | +$204K | ﹤0.01% | 833 |
|