WBC
West Branch Capital’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.1K | Sell |
640
-11
| -2% | -$1.17K | 0.02% | 129 |
|
|
2025
Q1 | $58.3K | Hold |
651
| – | – | 0.02% | 143 |
|
|
2024
Q4 | $63.9K | Hold |
651
| – | – | 0.02% | 144 |
|
|
2024
Q3 | $57.6K | Buy |
651
+1
| +0.2% | +$88 | 0.02% | 150 |
|
|
2024
Q2 | $48.1K | Hold |
650
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $50.3K | Hold |
650
| – | – | 0.02% | 160 |
|
|
2023
Q4 | $50.3K | Hold |
650
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $43.5K | Hold |
650
| – | – | 0.02% | 169 |
|
|
2023
Q2 | $47.6K | Hold |
650
| – | – | 0.02% | 167 |
|
|
2023
Q1 | $49.2K | Hold |
650
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $50.4K | Hold |
650
| – | – | 0.03% | 163 |
|
|
2022
Q3 | $40K | Hold |
650
| – | – | 0.02% | 184 |
|
|
2022
Q2 | $40K | Hold |
650
| – | – | 0.02% | 185 |
|
|
2022
Q1 | $57K | Hold |
650
| – | – | 0.03% | 178 |
|
|
2021
Q4 | $60K | Hold |
650
| – | – | 0.03% | 189 |
|
|
2021
Q3 | $55K | Hold |
650
| – | – | 0.03% | 185 |
|
|
2021
Q2 | $53K | Buy |
+650
| New | +$53K | 0.03% | 193 |
|