HighMark Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.4K | Buy |
138
+1
| +0.7% | +$245 | 0.01% | 198 |
|
|
2025
Q4 | $34.8K | Hold |
137
| – | – | 0.01% | 197 |
|
|
2025
Q3 | $33.9K | Hold |
137
| – | – | 0.01% | 190 |
|
|
2025
Q2 | $32.8K | Buy |
137
+1
| +0.7% | +$233 | 0.02% | 191 |
|
|
2025
Q1 | $30.9K | Hold |
136
| – | – | 0.02% | 169 |
|
|
2024
Q4 | $27.9K | Hold |
136
| – | – | 0.02% | 172 |
|
|
2024
Q3 | $32.9K | Buy |
136
+1
| +0.7% | +$234 | 0.02% | 168 |
|
|
2024
Q2 | $29.7K | Hold |
135
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $30.3K | Hold |
135
| – | – | 0.02% | 170 |
|
|
2023
Q4 | $29.6K | Buy |
135
+1
| +0.7% | +$211 | 0.02% | 165 |
|
|
2023
Q3 | $29.5K | Hold |
134
| – | – | 0.02% | 147 |
|
|
2023
Q2 | $30.1K | Hold |
134
| – | – | 0.02% | 150 |
|
|
2023
Q1 | $25.6K | Buy |
134
+1
| +0.8% | +$193 | 0.02% | 186 |
|
|
2022
Q4 | $24.6K | Hold |
133
| – | – | 0.02% | 154 |
|
|
2022
Q3 | $22K | Hold |
133
| – | – | 0.02% | 152 |
|
|
2022
Q2 | $27K | Buy |
133
+1
| +0.8% | +$225 | 0.02% | 134 |
|
|
2022
Q1 | $32K | Hold |
132
| – | – | 0.02% | 134 |
|
|
2021
Q4 | $32K | Hold |
132
| – | – | 0.02% | 145 |
|
|
2021
Q3 | $27K | Hold |
132
| – | – | 0.02% | 159 |
|
|
2021
Q2 | $27K | Buy |
132
+1
| +0.8% | +$201 | 0.02% | 162 |
|
|
2021
Q1 | $25K | Hold |
131
| – | – | 0.02% | 154 |
|
|
2020
Q4 | $25K | Hold |
131
| – | – | 0.02% | 153 |
|
|
2020
Q3 | $23K | Buy |
131
+1
| +0.8% | +$160 | 0.02% | 156 |
|
|
2020
Q2 | $20K | Hold |
130
| – | – | 0.02% | 139 |
|
|
2020
Q1 | $18K | Buy |
130
+1
| +0.8% | +$150 | 0.02% | 117 |
|
|
2019
Q4 | $19K | Buy |
+129
| New | +$18.9K | 0.02% | 138 |
|
Other funds holding STE
VCM
VPM
OAG
GIM