Phillips Wealth Planners’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
3,079
+181
| +6% | +$42.1K | 0.65% | 46 |
|
|
2025
Q1 | $641K | Buy |
2,898
+379
| +15% | +$83.8K | 0.68% | 46 |
|
|
2024
Q4 | $518K | Buy |
2,519
+7
| +0.3% | +$1.44K | 0.52% | 61 |
|
|
2024
Q3 | $568K | Buy |
2,512
+111
| +5% | +$25.1K | 0.54% | 56 |
|
|
2024
Q2 | $517K | Buy |
2,401
+185
| +8% | +$39.8K | 0.55% | 61 |
|
|
2024
Q1 | $441K | Buy |
2,216
+134
| +6% | +$26.7K | 0.51% | 67 |
|
|
2023
Q4 | $459K | Buy |
2,082
+117
| +6% | +$25.8K | 0.55% | 57 |
|
|
2023
Q3 | $426K | Buy |
1,965
+78
| +4% | +$16.9K | 0.58% | 58 |
|
|
2023
Q2 | $425K | Buy |
1,887
+113
| +6% | +$25.4K | 0.56% | 64 |
|
|
2023
Q1 | $341K | Buy |
+1,774
| New | +$341K | 0.45% | 86 |
|