Welch & Forbes’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Hold |
2,786
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $631K | Hold |
2,786
| – | – | 0.01% | 254 |
|
|
2024
Q4 | $573K | Hold |
2,786
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $676K | Hold |
2,786
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $596K | Buy |
2,786
+197
| +8% | +$42.1K | 0.01% | 264 |
|
|
2024
Q1 | $582K | Hold |
2,589
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $569K | Sell |
2,589
-10
| -0.4% | -$2.2K | 0.01% | 268 |
|
|
2023
Q3 | $570K | Sell |
2,599
-279
| -10% | -$61.2K | 0.01% | 265 |
|
|
2023
Q2 | $647K | Buy |
2,878
+289
| +11% | +$65K | 0.01% | 262 |
|
|
2023
Q1 | $495K | Hold |
2,589
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $478K | Sell |
2,589
-1,423
| -35% | -$263K | 0.01% | 285 |
|
|
2022
Q3 | $667K | Hold |
4,012
| – | – | 0.01% | 252 |
|
|
2022
Q2 | $827K | Hold |
4,012
| – | – | 0.02% | 246 |
|
|
2022
Q1 | $970K | Hold |
4,012
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $977K | Hold |
4,012
| – | – | 0.01% | 234 |
|
|
2021
Q3 | $820K | Hold |
4,012
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $828K | Buy |
4,012
+2,294
| +134% | +$473K | 0.01% | 241 |
|
|
2021
Q1 | $327K | Hold |
1,718
| – | – | 0.01% | 333 |
|
|
2020
Q4 | $326K | Buy |
+1,718
| New | +$326K | 0.01% | 325 |
|