Waverly 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 | $443K | Buy |
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|
2025
Q2 | $368K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $226K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $806K | Buy |
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|
2017
Q3 | $780K | Sell |
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|
2017
Q2 | $890K | Hold |
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|
2017
Q1 | $790K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $52K | Hold |
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|
2015
Q2 | $60K | Buy |
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|
2015
Q1 | $30K | Buy |
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|
2014
Q4 | $28K | Sell |
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|
2014
Q3 | $35K | Hold |
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|
2014
Q2 | $32K | Buy |
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|
2014
Q1 | $8K | Hold |
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|
2013
Q4 | $9K | Buy |
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