Wealthfront Advisers’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Buy |
67,897
+16,477
| +32% | +$1.75M | 0.02% | 289 |
|
|
2025
Q1 | $4.6M | Buy |
51,420
+9,354
| +22% | +$837K | 0.01% | 371 |
|
|
2024
Q4 | $4.13M | Buy |
42,066
+10,080
| +32% | +$989K | 0.01% | 370 |
|
|
2024
Q3 | $2.83M | Buy |
31,986
+15,073
| +89% | +$1.33M | 0.01% | 425 |
|
|
2024
Q2 | $1.25M | Buy |
16,913
+890
| +6% | +$65.9K | ﹤0.01% | 581 |
|
|
2024
Q1 | $1.24M | Sell |
16,023
-410
| -2% | -$31.7K | ﹤0.01% | 573 |
|
|
2023
Q4 | $1.27M | Buy |
16,433
+469
| +3% | +$36.3K | ﹤0.01% | 552 |
|
|
2023
Q3 | $1.07M | Sell |
15,964
-1,146
| -7% | -$76.7K | ﹤0.01% | 541 |
|
|
2023
Q2 | $1.25M | Sell |
17,110
-1,576
| -8% | -$115K | 0.01% | 516 |
|
|
2023
Q1 | $1.41M | Sell |
18,686
-198
| -1% | -$15K | 0.01% | 470 |
|
|
2022
Q4 | $1.46M | Sell |
18,884
-833
| -4% | -$64.6K | 0.01% | 459 |
|
|
2022
Q3 | $1.2M | Sell |
19,717
-13
| -0.1% | -$791 | 0.01% | 454 |
|
|
2022
Q2 | $1.22M | Buy |
19,730
+2,612
| +15% | +$161K | 0.01% | 462 |
|
|
2022
Q1 | $1.49M | Sell |
17,118
-21,136
| -55% | -$1.84M | 0.01% | 455 |
|
|
2021
Q4 | $3.56M | Buy |
38,254
+7,394
| +24% | +$688K | 0.02% | 262 |
|
|
2021
Q3 | $2.62M | Buy |
30,860
+7,510
| +32% | +$636K | 0.01% | 288 |
|
|
2021
Q2 | $1.92M | Buy |
23,350
+4,995
| +27% | +$411K | 0.01% | 315 |
|
|
2021
Q1 | $1.54M | Sell |
18,355
-101
| -0.5% | -$8.49K | 0.01% | 319 |
|
|
2020
Q4 | $1.34M | Sell |
18,456
-494
| -3% | -$35.9K | 0.01% | 313 |
|
|
2020
Q3 | $1.12M | Sell |
18,950
-4,592
| -20% | -$272K | 0.01% | 301 |
|
|
2020
Q2 | $1.5M | Sell |
23,542
-7,648
| -25% | -$486K | 0.01% | 226 |
|
|
2020
Q1 | $1.66M | Buy |
31,190
+7,769
| +33% | +$414K | 0.02% | 168 |
|
|
2019
Q4 | $1.85M | Sell |
23,421
-612
| -3% | -$48.4K | 0.01% | 197 |
|
|
2019
Q3 | $1.42M | Buy |
24,033
+5,706
| +31% | +$338K | 0.01% | 221 |
|
|
2019
Q2 | $1.03M | Buy |
18,327
+2,827
| +18% | +$158K | 0.01% | 273 |
|
|
2019
Q1 | $1.02M | Sell |
15,500
-1,518
| -9% | -$99.9K | 0.01% | 252 |
|
|
2018
Q4 | $1.07M | Buy |
+17,018
| New | +$1.07M | 0.01% | 226 |
|