Private Wealth Management Group’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$29.8K Hold
2025
Q2
$27.3K Hold
2025
Q1
$23K Hold
2024
Q4
$25.2K Hold
2024
Q3
$22.7K Buy
2024
Q2
$18.9K Buy
2024
Q1
$10.7K Hold
2023
Q4
$10.7K Buy