Marks Group Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.61M | Sell |
35,837
-360
| -1% | -$86.5K | 0.8% | 52 |
|
|
2025
Q1 | $8.2M | Buy |
36,197
+2,487
| +7% | +$564K | 0.79% | 54 |
|
|
2024
Q4 | $6.93M | Sell |
33,710
-329
| -1% | -$67.6K | 0.68% | 67 |
|
|
2024
Q3 | $8.26M | Buy |
34,039
+529
| +2% | +$128K | 0.79% | 60 |
|
|
2024
Q2 | $7.36M | Buy |
33,510
+982
| +3% | +$216K | 0.77% | 58 |
|
|
2024
Q1 | $7.31M | Buy |
32,528
+16
| +0% | +$3.6K | 0.76% | 59 |
|
|
2023
Q4 | $7.15M | Sell |
32,512
-160
| -0.5% | -$35.2K | 0.81% | 51 |
|
|
2023
Q3 | $7.17M | Sell |
32,672
-385
| -1% | -$84.5K | 0.89% | 32 |
|
|
2023
Q2 | $7.44M | Buy |
33,057
+642
| +2% | +$144K | 0.88% | 33 |
|
|
2023
Q1 | $6.2M | Buy |
32,415
+1,376
| +4% | +$263K | 0.79% | 54 |
|
|
2022
Q4 | $5.73M | Buy |
+31,039
| New | +$5.73M | 0.78% | 56 |
|
|
2020
Q3 | – | Sell |
-6,061
| Closed | -$945K | – | 252 |
|
|
2020
Q2 | $945K | Buy |
+6,061
| New | +$945K | 0.19% | 128 |
|