Valley Wealth Managers’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78M | Buy |
44,981
+849
| +2% | +$90.3K | 0.34% | 59 |
|
|
2025
Q1 | $3.95M | Sell |
44,132
-462
| -1% | -$41.4K | 0.3% | 76 |
|
|
2024
Q4 | $4.38M | Sell |
44,594
-6,100
| -12% | -$599K | 0.33% | 64 |
|
|
2024
Q3 | $4.48M | Sell |
50,694
-1,103
| -2% | -$97.6K | 0.33% | 69 |
|
|
2024
Q2 | $3.83M | Sell |
51,797
-3,110
| -6% | -$230K | 0.31% | 79 |
|
|
2024
Q1 | $4.25M | Sell |
54,907
-911
| -2% | -$70.4K | 0.32% | 70 |
|
|
2023
Q4 | $4.32M | Sell |
55,818
-1,677
| -3% | -$130K | 0.34% | 73 |
|
|
2023
Q3 | $3.85M | Sell |
57,495
-1,341
| -2% | -$89.8K | 0.32% | 80 |
|
|
2023
Q2 | $4.31M | Sell |
58,836
-1,405
| -2% | -$103K | 0.39% | 65 |
|
|
2023
Q1 | $4.56M | Sell |
60,241
-961
| -2% | -$72.7K | 0.41% | 64 |
|
|
2022
Q4 | $4.75M | Buy |
61,202
+549
| +0.9% | +$42.6K | 0.44% | 58 |
|
|
2022
Q3 | $3.69M | Buy |
+60,653
| New | +$3.69M | 0.37% | 76 |
|