Sigma Investment Counselors’s Steris STE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $234K | Hold |
975
| – | – | 0.01% | 188 |
|
2025
Q1 | $221K | Hold |
975
| – | – | 0.01% | 181 |
|
2024
Q4 | $200K | Hold |
975
| – | – | 0.01% | 195 |
|
2024
Q3 | $236K | Hold |
975
| – | – | 0.01% | 183 |
|
2024
Q2 | $214K | Hold |
975
| – | – | 0.01% | 185 |
|
2024
Q1 | $219K | Hold |
975
| – | – | 0.01% | 182 |
|
2023
Q4 | $214K | Hold |
975
| – | – | 0.02% | 185 |
|
2023
Q3 | $214K | Hold |
975
| – | – | 0.02% | 183 |
|
2023
Q2 | $219K | Buy |
+975
| New | +$219K | 0.02% | 182 |
|
2022
Q3 | – | Sell |
-975
| Closed | -$201K | – | 184 |
|
2022
Q2 | $201K | Hold |
975
| – | – | 0.02% | 180 |
|
2022
Q1 | $236K | Hold |
975
| – | – | 0.02% | 170 |
|
2021
Q4 | $237K | Sell |
975
-7
| -0.7% | -$1.7K | 0.02% | 178 |
|
2021
Q3 | $201K | Buy |
982
+7
| +0.7% | +$1.43K | 0.01% | 189 |
|
2021
Q2 | $201K | Buy |
+975
| New | +$201K | 0.02% | 190 |
|
2019
Q1 | – | Sell |
-1,950
| Closed | -$208K | – | 157 |
|
2018
Q4 | $208K | Hold |
1,950
| – | – | 0.03% | 136 |
|
2018
Q3 | $223K | Buy |
+1,950
| New | +$223K | 0.03% | 140 |
|