Wedmont Private Capital’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 | $701K | Sell |
6,407
-3
| -0% | -$328 | 0.03% | 346 |
|
|
2025
Q1 | $509K | Buy |
6,410
+258
| +4% | +$20.5K | 0.03% | 380 |
|
|
2024
Q4 | $578K | Buy |
6,152
+218
| +4% | +$20.5K | 0.03% | 333 |
|
|
2024
Q3 | $519K | Buy |
5,934
+595
| +11% | +$52K | 0.03% | 340 |
|
|
2024
Q2 | $419K | Sell |
5,339
-636
| -11% | -$50K | 0.03% | 390 |
|
|
2024
Q1 | $458K | Buy |
5,975
+53
| +0.9% | +$4.06K | 0.03% | 340 |
|
|
2023
Q4 | $464K | Buy |
5,922
+5
| +0.1% | +$392 | 0.04% | 329 |
|
|
2023
Q3 | $383K | Sell |
5,917
-470
| -7% | -$30.4K | 0.04% | 317 |
|
|
2023
Q2 | $435K | Sell |
6,387
-834
| -12% | -$56.8K | 0.05% | 280 |
|
|
2023
Q1 | $558K | Sell |
7,221
-423
| -6% | -$32.7K | 0.07% | 198 |
|
|
2022
Q4 | $617K | Buy |
7,644
+3,734
| +95% | +$301K | 0.09% | 166 |
|
|
2022
Q3 | $238K | Sell |
3,910
-1,305
| -25% | -$79.4K | 0.05% | 322 |
|
|
2022
Q2 | $322K | Buy |
+5,215
| New | +$322K | 0.07% | 220 |
|