Waldron Private Wealth’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,148
| Closed | -$236K | – | 414 |
|
|
2024
Q4 | $236K | Sell |
1,148
-1,198
| -51% | -$246K | 0.01% | 375 |
|
|
2024
Q3 | $569K | Buy |
2,346
+1,186
| +102% | +$288K | 0.02% | 236 |
|
|
2024
Q2 | $255K | Sell |
1,160
-154
| -12% | -$33.8K | 0.01% | 350 |
|
|
2024
Q1 | $295K | Sell |
1,314
-3
| -0.2% | -$674 | 0.01% | 319 |
|
|
2023
Q4 | $290K | Sell |
1,317
-15
| -1% | -$3.3K | 0.01% | 318 |
|
|
2023
Q3 | $292K | Buy |
+1,332
| New | +$292K | 0.02% | 295 |
|
|
2022
Q2 | – | Sell |
-976
| Closed | -$235K | – | 404 |
|
|
2022
Q1 | $235K | Buy |
+976
| New | +$235K | 0.01% | 362 |
|