LWAM
Legacy Wealth Asset Management’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
2,848
-693
| -20% | -$166K | 0.17% | 176 |
|
|
2025
Q1 | $803K | Sell |
3,541
-121
| -3% | -$27.4K | 0.22% | 126 |
|
|
2024
Q4 | $753K | Sell |
3,662
-121
| -3% | -$24.9K | 0.2% | 138 |
|
|
2024
Q3 | $918K | Sell |
3,783
-950
| -20% | -$230K | 0.25% | 106 |
|
|
2024
Q2 | $1.04M | Buy |
4,733
+1,186
| +33% | +$260K | 0.29% | 93 |
|
|
2024
Q1 | $797K | Buy |
3,547
+3
| +0.1% | +$674 | 0.22% | 128 |
|
|
2023
Q4 | $779K | Buy |
3,544
+54
| +2% | +$11.9K | 0.26% | 115 |
|
|
2023
Q3 | $766K | Sell |
3,490
-550
| -14% | -$121K | 0.28% | 110 |
|
|
2023
Q2 | $909K | Buy |
4,040
+67
| +2% | +$15.1K | 0.32% | 87 |
|
|
2023
Q1 | $760K | Buy |
3,973
+996
| +33% | +$191K | 0.27% | 111 |
|
|
2022
Q4 | $550K | Buy |
2,977
+372
| +14% | +$68.7K | 0.21% | 164 |
|
|
2022
Q3 | $433K | Sell |
2,605
-3,651
| -58% | -$607K | 0.19% | 188 |
|
|
2022
Q2 | $1.29M | Buy |
6,256
+42
| +0.7% | +$8.66K | 0.52% | 42 |
|
|
2022
Q1 | $1.5M | Buy |
6,214
+636
| +11% | +$154K | 0.53% | 41 |
|
|
2021
Q4 | $1.36M | Buy |
5,578
+1,061
| +23% | +$258K | 0.46% | 47 |
|
|
2021
Q3 | $923K | Sell |
4,517
-88
| -2% | -$18K | 0.42% | 79 |
|
|
2021
Q2 | $950K | Sell |
4,605
-178
| -4% | -$36.7K | 0.42% | 77 |
|
|
2021
Q1 | $911K | Sell |
4,783
-15
| -0.3% | -$2.86K | 0.42% | 72 |
|
|
2020
Q4 | $909K | Buy |
+4,798
| New | +$909K | 0.46% | 55 |
|