Massachusetts Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
21,209
+175
| +0.8% | +$18.6K | 1.27% | 33 |
|
|
2025
Q1 | $1.88M | Sell |
21,034
-450
| -2% | -$40.3K | 1.29% | 36 |
|
|
2024
Q4 | $2.11M | Sell |
21,484
-25
| -0.1% | -$2.45K | 1.3% | 32 |
|
|
2024
Q3 | $1.9M | Sell |
21,509
-25
| -0.1% | -$2.21K | 1.2% | 40 |
|
|
2024
Q2 | $1.59M | Sell |
21,534
-400
| -2% | -$29.6K | 1.07% | 41 |
|
|
2024
Q1 | $1.7M | Buy |
21,934
+675
| +3% | +$52.2K | 1.2% | 36 |
|
|
2023
Q4 | $1.65M | Sell |
21,259
-416
| -2% | -$32.2K | 1.33% | 29 |
|
|
2023
Q3 | $1.45M | Buy |
21,675
+500
| +2% | +$33.5K | 1.33% | 28 |
|
|
2023
Q2 | $1.55M | Buy |
21,175
+900
| +4% | +$65.9K | 1.48% | 23 |
|
|
2023
Q1 | $1.53M | Sell |
20,275
-200
| -1% | -$15.1K | 1.58% | 25 |
|
|
2022
Q4 | $1.87M | Buy |
+20,475
| New | +$1.87M | 1.81% | 19 |
|