J.P. Morgan Private Wealth Advisors’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.79M | Sell |
30,950
-1,644
| -5% | -$361K | 0.02% | 439 |
|
|
2023
Q2 | $7.33M | Sell |
32,594
-6,167
| -16% | -$1.39M | 0.04% | 277 |
|
|
2023
Q1 | $7.41M | Sell |
38,761
-4,110
| -10% | -$786K | 0.02% | 494 |
|
|
2022
Q4 | $7.92M | Sell |
42,871
-2,805
| -6% | -$518K | 0.02% | 474 |
|
|
2022
Q3 | $7.6M | Buy |
45,676
+3,091
| +7% | +$514K | 0.02% | 451 |
|
|
2022
Q2 | $8.78M | Buy |
42,585
+2,016
| +5% | +$416K | 0.02% | 433 |
|
|
2022
Q1 | $9.81M | Buy |
40,569
+617
| +2% | +$149K | 0.02% | 443 |
|
|
2021
Q4 | $9.73M | Buy |
39,952
+103
| +0.3% | +$25.1K | 0.02% | 440 |
|
|
2021
Q3 | $8.14M | Sell |
39,849
-94
| -0.2% | -$19.2K | 0.02% | 468 |
|
|
2021
Q2 | $8.24M | Buy |
39,943
+4,819
| +14% | +$994K | 0.02% | 463 |
|
|
2021
Q1 | $6.69M | Sell |
35,124
-926
| -3% | -$176K | 0.02% | 446 |
|
|
2020
Q4 | $6.83M | Buy |
36,050
+672
| +2% | +$127K | 0.02% | 416 |
|
|
2020
Q3 | $6.23M | Buy |
35,378
+3,259
| +10% | +$574K | 0.02% | 390 |
|
|
2020
Q2 | $4.93M | Buy |
32,119
+2,572
| +9% | +$395K | 0.02% | 371 |
|
|
2020
Q1 | $4.14M | Buy |
29,547
+6,433
| +28% | +$900K | 0.02% | 384 |
|
|
2019
Q4 | $3.52M | Buy |
23,114
+3,664
| +19% | +$558K | 0.02% | 500 |
|
|
2019
Q3 | $2.81M | Buy |
19,450
+3,129
| +19% | +$452K | 0.01% | 523 |
|
|
2019
Q2 | $2.43M | Sell |
16,321
-42,738
| -72% | -$6.36M | 0.01% | 551 |
|
|
2019
Q1 | $7.56M | Buy |
59,059
+3,289
| +6% | +$421K | 0.04% | 324 |
|
|
2018
Q4 | $5.96M | Buy |
55,770
+409
| +0.7% | +$43.7K | 0.04% | 334 |
|
|
2018
Q3 | $6.33M | Buy |
55,361
+12,730
| +30% | +$1.46M | 0.03% | 382 |
|
|
2018
Q2 | $4.48M | Buy |
42,631
+595
| +1% | +$62.5K | 0.03% | 419 |
|
|
2018
Q1 | $3.92M | Sell |
42,036
-8
| -0% | -$747 | 0.03% | 369 |
|
|
2017
Q4 | $3.68M | Buy |
42,044
+1,156
| +3% | +$101K | 0.02% | 376 |
|
|
2017
Q3 | $3.61M | Buy |
40,888
+478
| +1% | +$42.2K | 0.03% | 365 |
|
|
2017
Q2 | $3.29M | Sell |
40,410
-3,942
| -9% | -$321K | 0.03% | 369 |
|
|
2017
Q1 | $3.08M | Buy |
44,352
+20,721
| +88% | +$1.44M | 0.02% | 391 |
|
|
2016
Q4 | $1.59M | Buy |
23,631
+19,569
| +482% | +$1.32M | 0.01% | 480 |
|
|
2016
Q3 | $297K | Sell |
4,062
-21,094
| -84% | -$1.54M | ﹤0.01% | 991 |
|
|
2016
Q2 | $1.73M | Sell |
25,156
-57,438
| -70% | -$3.95M | 0.02% | 478 |
|
|
2016
Q1 | $5.87M | Buy |
82,594
+39,864
| +93% | +$2.83M | 0.06% | 232 |
|
|
2015
Q4 | $3.22M | Buy |
42,730
+7,583
| +22% | +$571K | 0.03% | 286 |
|
|
2015
Q3 | $2.28M | Sell |
35,147
-636
| -2% | -$41.3K | 0.03% | 314 |
|
|
2015
Q2 | $2.31M | Sell |
35,783
-460
| -1% | -$29.6K | 0.03% | 343 |
|
|
2015
Q1 | $2.55M | Buy |
36,243
+11,041
| +44% | +$776K | 0.03% | 331 |
|
|
2014
Q4 | $1.64M | Sell |
25,202
-1,600
| -6% | -$104K | 0.02% | 423 |
|
|
2014
Q3 | $1.45M | Buy |
26,802
+19,642
| +274% | +$1.06M | 0.02% | 425 |
|
|
2014
Q2 | $383K | Sell |
7,160
-370
| -5% | -$19.8K | 0.01% | 641 |
|
|
2014
Q1 | $360K | Buy |
+7,530
| New | +$360K | 0.01% | 674 |
|