West Branch Capital’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
Q2 | $68.1K | Sell |
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|
2025
Q1 | $58.3K | Hold |
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|
2024
Q4 | $63.9K | Hold |
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|
2024
Q3 | $57.6K | Buy |
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|
2024
Q2 | $48.1K | Hold |
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|
2024
Q1 | $50.3K | Hold |
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|
2023
Q4 | $50.3K | Hold |
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|
2023
Q3 | $43.5K | Hold |
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|
2023
Q2 | $47.6K | Hold |
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|
2023
Q1 | $49.2K | Hold |
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|
2022
Q4 | $50.4K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $60K | Hold |
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|
2021
Q3 | $55K | Hold |
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|
2021
Q2 | $53K | Buy |
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