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J.M. Forbes & Co’s State Street STT Stock Holding History

J.M. Forbes & Co’s Portfolio STT Stock Details STT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$454K Hold
4,269
– – 0.04% 105
2025
Q1 		$382K Hold
4,269
– – 0.04% 114
2024
Q4 		$419K Sell
4,269
-843
-16% -$82.7K 0.04% 108
2024
Q3 		$452K Buy
5,112
+77
+2% +$6.81K 0.04% 102
2024
Q2 		$373K Hold
5,035
– – 0.04% 108
2024
Q1 		$389K Hold
5,035
– – 0.04% 104
2023
Q4 		$390K Hold
5,035
– – 0.05% 101
2023
Q3 		$337K Sell
5,035
-125
-2% -$8.37K 0.04% 108
2023
Q2 		$378K Sell
5,160
-140
-3% -$10.3K 0.05% 103
2023
Q1 		$401K Hold
5,300
– – 0.05% 84
2022
Q4 		$411K Sell
5,300
-5
-0.1% -$388 0.06% 81
2022
Q3 		$323K Hold
5,305
– – 0.05% 88
2022
Q2 		$327K Sell
5,305
-55
-1% -$3.39K 0.05% 92
2022
Q1 		$467K Hold
5,360
– – 0.06% 83
2021
Q4 		$498K Sell
5,360
-4
-0.1% -$372 0.06% 85
2021
Q3 		$454K Hold
5,364
– – 0.06% 83
2021
Q2 		$441K Hold
5,364
– – 0.06% 85
2021
Q1 		$450K Hold
5,364
– – 0.06% 79
2020
Q4 		$390K Hold
5,364
– – 0.06% 79
2020
Q3 		$318K Hold
5,364
– – 0.05% 80
2020
Q2 		$341K Hold
5,364
– – 0.06% 74
2020
Q1 		$286K Sell
5,364
-29
-0.5% -$1.55K 0.06% 71
2019
Q4 		$427K Hold
5,393
– – 0.07% 78
2019
Q3 		$319K Hold
5,393
– – 0.06% 85
2019
Q2 		$302K Hold
5,393
– – 0.06% 86
2019
Q1 		$355K Hold
5,393
– – 0.08% 78
2018
Q4 		$340K Hold
5,393
– – 0.08% 76
2018
Q3 		$452K Hold
5,393
– – 0.1% 75
2018
Q2 		$502K Sell
5,393
-823
-13% -$76.6K 0.11% 71
2018
Q1 		$620K Hold
6,216
– – 0.14% 65
2017
Q4 		$607K Buy
6,216
+29
+0.5% +$2.83K 0.14% 67
2017
Q3 		$591K Hold
6,187
– – 0.15% 64
2017
Q2 		$555K Hold
6,187
– – 0.14% 65
2017
Q1 		$493K Sell
6,187
-125
-2% -$9.96K 0.13% 68
2016
Q4 		$490K Hold
6,312
– – 0.13% 65
2016
Q3 		$440K Buy
6,312
+125
+2% +$8.71K 0.12% 66
2016
Q2 		$333K Sell
6,187
-60
-1% -$3.23K 0.09% 70
2016
Q1 		$365K Sell
6,247
-240
-4% -$14K 0.1% 62
2015
Q4 		$430K Hold
6,487
– – 0.12% 63
2015
Q3 		$435K Sell
6,487
-25
-0.4% -$1.68K 0.12% 60
2015
Q2 		$501K Sell
6,512
-1,533
-19% -$118K 0.13% 57
2015
Q1 		$592K Hold
8,045
– – 0.16% 55
2014
Q4 		$621K Sell
8,045
-158
-2% -$12.2K 0.16% 53
2014
Q3 		$603K Hold
8,203
– – 0.15% 57
2014
Q2 		$551K Sell
8,203
-55
-0.7% -$3.69K 0.14% 60
2014
Q1 		$574K Hold
8,258
– – 0.15% 59
2013
Q4 		$606K Buy
8,258
+458
+6% +$33.6K 0.15% 61
2013
Q3 		$512K Sell
7,800
-158
-2% -$10.4K 0.14% 61
2013
Q2 		$519K Buy
+7,958
New +$519K 0.15% 58