Marietta Wealth Management’s Stewart Information Services STC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,012
| Closed | -$215K | – | 116 |
|
2025
Q1 | $215K | Hold |
3,012
| – | – | 0.03% | 107 |
|
2024
Q4 | $203K | Hold |
3,012
| – | – | 0.03% | 106 |
|
2024
Q3 | $225K | Buy |
+3,012
| New | +$225K | 0.03% | 106 |
|
2022
Q1 | – | Sell |
-3,012
| Closed | -$240K | – | 113 |
|
2021
Q4 | $240K | Buy |
+3,012
| New | +$240K | 0.05% | 112 |
|