Meridian Wealth Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,611
| Closed | -$2.8M | – | 177 |
|
|
2024
Q4 | $2.8M | Sell |
13,611
-1,265
| -9% | -$260K | 0.46% | 49 |
|
|
2024
Q3 | $3.61M | Buy |
14,876
+1,086
| +8% | +$263K | 0.6% | 44 |
|
|
2024
Q2 | $3.03M | Buy |
13,790
+1,848
| +15% | +$406K | 0.54% | 43 |
|
|
2024
Q1 | $2.68M | Buy |
11,942
+654
| +6% | +$147K | 0.5% | 46 |
|
|
2023
Q4 | $2.48M | Buy |
11,288
+740
| +7% | +$163K | 0.54% | 48 |
|
|
2023
Q3 | $2.31M | Buy |
10,548
+497
| +5% | +$109K | 0.58% | 45 |
|
|
2023
Q2 | $2.26M | Buy |
10,051
+729
| +8% | +$164K | 0.55% | 50 |
|
|
2023
Q1 | $1.78M | Buy |
9,322
+3,303
| +55% | +$632K | 0.45% | 55 |
|
|
2022
Q4 | $1.11M | Buy |
6,019
+3,752
| +166% | +$693K | 0.29% | 73 |
|
|
2022
Q3 | $377K | Buy |
2,267
+782
| +53% | +$130K | 0.11% | 134 |
|
|
2022
Q2 | $306K | Buy |
+1,485
| New | +$306K | 0.08% | 153 |
|