Mowery & Schoenfeld Wealth Management’s Steris STE Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio STE Stock Details STE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.69K	Hold
2025 Q2	$5.53K	Hold
2025 Q1	$5.21K	Sell
2024 Q4	$7.81K	Buy
2024 Q3	$5.58K	Hold
2024 Q2	$5.05K	Sell
2024 Q1	$25.4K	Sell
2023 Q4	$25.7K	Buy