Private Wealth Partners’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 | $450K | Hold |
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|
2025
Q2 | $412K | Hold |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $354K | Sell |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.16M | Sell |
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|
2021
Q4 | $5.59M | Buy |
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|
2021
Q3 | $4.88M | Buy |
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|
2021
Q2 | $4.65M | Buy |
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|
2021
Q1 | $2.98M | Buy |
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|
2020
Q4 | $2.24M | Buy |
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