PWPS
Pinnacle Wealth Planning Services’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,388
| Closed | -$315K | – | 478 |
|
|
2025
Q1 | $315K | Buy |
1,388
+70
| +5% | +$15.9K | 0.05% | 247 |
|
|
2024
Q4 | $271K | Sell |
1,318
-76
| -5% | -$15.6K | 0.04% | 274 |
|
|
2024
Q3 | $338K | Sell |
1,394
-32
| -2% | -$7.76K | 0.05% | 268 |
|
|
2024
Q2 | $313K | Sell |
1,426
-45
| -3% | -$9.88K | 0.04% | 281 |
|
|
2024
Q1 | $331K | Buy |
1,471
+8
| +0.5% | +$1.8K | 0.05% | 271 |
|
|
2023
Q4 | $322K | Sell |
1,463
-3
| -0.2% | -$660 | 0.05% | 254 |
|
|
2023
Q3 | $322K | Buy |
1,466
+3
| +0.2% | +$658 | 0.05% | 241 |
|
|
2023
Q2 | $329K | Sell |
1,463
-103
| -7% | -$23.2K | 0.05% | 243 |
|
|
2023
Q1 | $300K | Buy |
1,566
+1
| +0.1% | +$191 | 0.05% | 270 |
|
|
2022
Q4 | $289K | Sell |
1,565
-257
| -14% | -$47.5K | 0.05% | 269 |
|
|
2022
Q3 | $303K | Sell |
1,822
-15
| -0.8% | -$2.5K | 0.06% | 234 |
|
|
2022
Q2 | $379K | Buy |
1,837
+97
| +6% | +$20K | 0.07% | 196 |
|
|
2022
Q1 | $421K | Sell |
1,740
-21
| -1% | -$5.08K | 0.08% | 193 |
|
|
2021
Q4 | $429K | Sell |
1,761
-8
| -0.5% | -$1.95K | 0.08% | 185 |
|
|
2021
Q3 | $361K | Sell |
1,769
-9
| -0.5% | -$1.84K | 0.08% | 210 |
|
|
2021
Q2 | $366K | Sell |
1,778
-103
| -5% | -$21.2K | 0.09% | 190 |
|
|
2021
Q1 | $358K | Buy |
1,881
+161
| +9% | +$30.6K | 0.09% | 186 |
|
|
2020
Q4 | $326K | Buy |
1,720
+10
| +0.6% | +$1.9K | 0.08% | 177 |
|
|
2020
Q3 | $301K | Sell |
1,710
-1,011
| -37% | -$178K | 0.1% | 167 |
|
|
2020
Q2 | $418K | Buy |
2,721
+8
| +0.3% | +$1.23K | 0.14% | 124 |
|
|
2020
Q1 | $379K | Buy |
2,713
+188
| +7% | +$26.3K | 0.18% | 111 |
|
|
2019
Q4 | $384K | Sell |
2,525
-65
| -3% | -$9.89K | 0.18% | 120 |
|
|
2019
Q3 | $374K | Sell |
2,590
-165
| -6% | -$23.8K | 0.2% | 98 |
|
|
2019
Q2 | $411K | Sell |
2,755
-84
| -3% | -$12.5K | 0.25% | 78 |
|
|
2019
Q1 | $364K | Buy |
+2,839
| New | +$364K | 0.24% | 80 |
|