PPWP
Premier Path Wealth Partners’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
2,928
-115
| -4% | -$12.2K | 0.04% | 320 |
|
|
2025
Q1 | $272K | Sell |
3,043
-23
| -0.8% | -$2.06K | 0.04% | 318 |
|
|
2024
Q4 | $301K | Buy |
3,066
+59
| +2% | +$5.79K | 0.05% | 304 |
|
|
2024
Q3 | $266K | Buy |
3,007
+225
| +8% | +$19.9K | 0.04% | 323 |
|
|
2024
Q2 | $206K | Sell |
2,782
-110
| -4% | -$8.14K | 0.04% | 355 |
|
|
2024
Q1 | $224K | Buy |
2,892
+2
| +0.1% | +$155 | 0.04% | 313 |
|
|
2023
Q4 | $216K | Buy |
+2,890
| New | +$216K | 0.05% | 312 |
|