Welch Group’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 | $1M | Buy |
|
|||||
|
2025
Q2 | $888K | Buy |
|
|||||
|
2025
Q1 | $743K | Hold |
|
|||||
|
2024
Q4 | $820K | Hold |
|
|||||
|
2024
Q3 | $739K | Hold |
|
|||||
|
2024
Q2 | $618K | Buy |
|
|||||
|
2024
Q1 | $375K | Hold |
|
|||||
|
2023
Q4 | $376K | Buy |
|
|||||
|
2023
Q3 | $281K | Hold |
|
|||||
|
2023
Q2 | $307K | Hold |
|
|||||
|
2023
Q1 | $318K | Hold |
|
|||||
|
2022
Q4 | $326K | Hold |
|
|||||
|
2022
Q3 | $255K | Hold |
|
|||||
|
2022
Q2 | $259K | Hold |
|
|||||
|
2022
Q1 | $366K | Hold |
|
|||||
|
2021
Q4 | $390K | Hold |
|
|||||
|
2021
Q3 | $356K | Hold |
|
|||||
|
2021
Q2 | $345K | Hold |
|
|||||
|
2021
Q1 | $353K | Buy |
|