PWP
Precedent Wealth Partners’s Stellar Bancorp STEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Hold |
16,000
| – | – | 0.11% | 128 |
|
|
2025
Q1 | $443K | Hold |
16,000
| – | – | 0.12% | 125 |
|
|
2024
Q4 | $454K | Hold |
16,000
| – | – | 0.15% | 119 |
|
|
2024
Q3 | $414K | Hold |
16,000
| – | – | 0.14% | 115 |
|
|
2024
Q2 | $367K | Hold |
16,000
| – | – | 0.15% | 111 |
|
|
2024
Q1 | $390K | Hold |
16,000
| – | – | 0.17% | 106 |
|
|
2023
Q4 | $445K | Buy |
+16,000
| New | +$445K | 0.23% | 94 |
|