WestHill Financial Advisors’s SRH Total Return Fund STEW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$276K	Hold	16,168	–	–	0.05%	64
2025 Q4	$300K	Hold	16,168	–	–	0.06%	62
2025 Q3	$294K	Hold	16,168	–	–	0.06%	60
2025 Q2	$286K	Hold	16,168	–	–	0.06%	58
2025 Q1	$279K	Hold	16,168	–	–	0.06%	57
2024 Q4	$259K	Hold	16,168	–	–	0.06%	63
2024 Q3	$255K	Hold	16,168	–	–	0.06%	63
2024 Q2	$235K	Hold	16,168	–	–	0.06%	62
2024 Q1	$243K	Hold	16,168	–	–	0.06%	66
2023 Q4	$224K	Hold	16,168	–	–	0.06%	63
2023 Q3	$210K	Hold	16,168	–	–	0.06%	64
2023 Q2	$215K	Hold	16,168	–	–	0.06%	61
2023 Q1	$199K	Hold	16,168	–	–	0.06%	63
2022 Q4	$205K	Hold	16,168	–	–	0.07%	60
2022 Q3	$176K	Hold	16,168	–	–	0.06%	60
2022 Q2	$193K	Hold	16,168	–	–	0.06%	64
2022 Q1	$240K	Hold	16,168	–	–	0.07%	60
2021 Q4	$230K	Hold	16,168	–	–	0.07%	69
2021 Q3	$212K	Buy	+16,168	New	+$221K	0.07%	58
2021 Q1	$203K	Hold	16,168	–	–	0.07%	53
2020 Q4	$180K	Buy	+16,168	New	+$170K	0.07%	51

Other funds holding STEW