MAM
MWA Asset Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Hold |
4,263
| – | – | 0.28% | 81 |
|
|
2025
Q1 | $382K | Sell |
4,263
-57
| -1% | -$5.1K | 0.26% | 87 |
|
|
2024
Q4 | $424K | Sell |
4,320
-70
| -2% | -$6.87K | 0.28% | 82 |
|
|
2024
Q3 | $388K | Hold |
4,390
| – | – | 0.26% | 87 |
|
|
2024
Q2 | $325K | Hold |
4,390
| – | – | 0.23% | 97 |
|
|
2024
Q1 | $339K | Sell |
4,390
-55
| -1% | -$4.25K | 0.25% | 93 |
|
|
2023
Q4 | $344K | Hold |
4,445
| – | – | 0.28% | 86 |
|
|
2023
Q3 | $298K | Buy |
+4,445
| New | +$298K | 0.29% | 93 |
|