VERITY Wealth Advisors’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 | $576K | Hold |
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|
2025
Q2 | $528K | Hold |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $510K | Hold |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $384K | Hold |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $429K | Hold |
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|
2023
Q3 | $371K | Hold |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $430K | Hold |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $342K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $224K | Hold |
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|
2019
Q4 | $333K | Hold |
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|
2019
Q3 | $249K | Hold |
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|
2019
Q2 | $236K | Hold |
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|
2019
Q1 | $277K | Hold |
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|
2018
Q4 | $266K | Buy |
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