Mowery & Schoenfeld 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 | $5.53K | Hold |
23
| – | – | 0.01% | 269 |
|
|
2025
Q1 | $5.21K | Sell |
23
-15
| -39% | -$3.4K | 0.01% | 320 |
|
|
2024
Q4 | $7.81K | Buy |
38
+15
| +65% | +$3.08K | 0.02% | 252 |
|
|
2024
Q3 | $5.58K | Hold |
23
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $5.05K | Sell |
23
-90
| -80% | -$19.8K | 0.01% | 174 |
|
|
2024
Q1 | $25.4K | Sell |
113
-4
| -3% | -$899 | 0.05% | 102 |
|
|
2023
Q4 | $25.7K | Buy |
+117
| New | +$25.7K | 0.05% | 92 |
|