Strategic Wealth Partners’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
+2,185
| New | +$525K | 0.04% | 203 |
|
|
2024
Q4 | $821K | Sell |
3,744
-27,666
| -88% | -$6.07M | 0.07% | 162 |
|
|
2024
Q3 | $7.62M | Buy |
31,410
+1,219
| +4% | +$296K | 0.73% | 44 |
|
|
2024
Q2 | $6.63M | Buy |
30,191
+951
| +3% | +$209K | 0.69% | 49 |
|
|
2024
Q1 | $6.57M | Buy |
29,240
+2,434
| +9% | +$547K | 0.72% | 43 |
|
|
2023
Q4 | $5.89M | Buy |
26,806
+6,705
| +33% | +$1.47M | 0.73% | 41 |
|
|
2023
Q3 | $4.41M | Buy |
20,101
+1,368
| +7% | +$300K | 0.58% | 41 |
|
|
2023
Q2 | $4.21M | Buy |
18,733
+1,344
| +8% | +$302K | 0.55% | 46 |
|
|
2023
Q1 | $3.33M | Buy |
17,389
+3,046
| +21% | +$583K | 0.51% | 55 |
|
|
2022
Q4 | $2.65M | Buy |
14,343
+1,436
| +11% | +$265K | 0.49% | 60 |
|
|
2022
Q3 | $2.15M | Buy |
12,907
+5,971
| +86% | +$993K | 0.46% | 73 |
|
|
2022
Q2 | $1.43M | Buy |
6,936
+549
| +9% | +$113K | 0.31% | 99 |
|
|
2022
Q1 | $1.54M | Sell |
6,387
-67
| -1% | -$16.2K | 0.3% | 106 |
|
|
2021
Q4 | $1.57M | Buy |
6,454
+260
| +4% | +$63.3K | 0.3% | 108 |
|
|
2021
Q3 | $1.27M | Buy |
6,194
+49
| +0.8% | +$10K | 0.37% | 79 |
|
|
2021
Q2 | $1.27M | Buy |
6,145
+1,977
| +47% | +$408K | 0.41% | 64 |
|
|
2021
Q1 | $794K | Buy |
4,168
+1,250
| +43% | +$238K | 0.32% | 80 |
|
|
2020
Q4 | $553K | Sell |
2,918
-216
| -7% | -$40.9K | 0.23% | 108 |
|
|
2020
Q3 | $552K | Sell |
3,134
-256
| -8% | -$45.1K | 0.28% | 84 |
|
|
2020
Q2 | $520K | Buy |
+3,390
| New | +$520K | 0.27% | 90 |
|