Peterson Wealth Services’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
1,724
+4
| +0.2% | +$961 | 0.11% | 100 |
|
|
2025
Q1 | $390K | Sell |
1,720
-12
| -0.7% | -$2.72K | 0.12% | 100 |
|
|
2024
Q4 | $356K | Buy |
1,732
+205
| +13% | +$42.1K | 0.11% | 101 |
|
|
2024
Q3 | $370K | Buy |
1,527
+206
| +16% | +$50K | 0.12% | 99 |
|
|
2024
Q2 | $290K | Buy |
1,321
+22
| +2% | +$4.83K | 0.1% | 106 |
|
|
2024
Q1 | $292K | Buy |
1,299
+17
| +1% | +$3.82K | 0.11% | 105 |
|
|
2023
Q4 | $282K | Buy |
+1,282
| New | +$282K | 0.12% | 82 |
|
|
2023
Q3 | – | Sell |
-1,244
| Closed | -$280K | – | 85 |
|
|
2023
Q2 | $280K | Buy |
1,244
+17
| +1% | +$3.83K | 0.13% | 79 |
|
|
2023
Q1 | $235K | Sell |
1,227
-8
| -0.6% | -$1.53K | 0.12% | 90 |
|
|
2022
Q4 | $228K | Buy |
1,235
+15
| +1% | +$2.77K | 0.13% | 85 |
|
|
2022
Q3 | $203K | Buy |
1,220
+117
| +11% | +$19.5K | 0.14% | 85 |
|
|
2022
Q2 | $227K | Buy |
+1,103
| New | +$227K | 0.16% | 81 |
|