Shakespeare Wealth Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Hold |
1,546
| – | – | 0.1% | 71 |
|
|
2025
Q1 | $350K | Hold |
1,546
| – | – | 0.09% | 77 |
|
|
2024
Q4 | $318K | Sell |
1,546
-1
| -0.1% | -$206 | 0.09% | 76 |
|
|
2024
Q3 | $375K | Buy |
1,547
+1
| +0.1% | +$243 | 0.1% | 73 |
|
|
2024
Q2 | $339K | Sell |
1,546
-64
| -4% | -$14.1K | 0.1% | 70 |
|
|
2024
Q1 | $362K | Hold |
1,610
| – | – | 0.11% | 65 |
|
|
2023
Q4 | $354K | Hold |
1,610
| – | – | 0.11% | 63 |
|
|
2023
Q3 | $353K | Hold |
1,610
| – | – | 0.12% | 61 |
|
|
2023
Q2 | $362K | Hold |
1,610
| – | – | 0.12% | 61 |
|
|
2023
Q1 | $308K | Hold |
1,610
| – | – | 0.11% | 60 |
|
|
2022
Q4 | $297K | Sell |
1,610
-19
| -1% | -$3.51K | 0.11% | 61 |
|
|
2022
Q3 | $271K | Buy |
1,629
+19
| +1% | +$3.16K | 0.11% | 60 |
|
|
2022
Q2 | $335K | Hold |
1,610
| – | – | 0.14% | 56 |
|
|
2022
Q1 | $396K | Hold |
1,610
| – | – | 0.14% | 53 |
|
|
2021
Q4 | $392K | Hold |
1,610
| – | – | 0.14% | 52 |
|
|
2021
Q3 | $334K | Hold |
1,610
| – | – | 0.13% | 58 |
|
|
2021
Q2 | $348K | Buy |
+1,610
| New | +$348K | 0.13% | 57 |
|