Westside Investment Management’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
3,534
+39
| +1% | +$9.37K | 0.16% | 129 |
|
|
2025
Q1 | $792K | Hold |
3,495
| – | – | 0.17% | 124 |
|
|
2024
Q4 | $718K | Hold |
3,495
| – | – | 0.15% | 130 |
|
|
2024
Q3 | $848K | Sell |
3,495
-15
| -0.4% | -$3.64K | 0.18% | 124 |
|
|
2024
Q2 | $771K | Buy |
3,510
+128
| +4% | +$28.1K | 0.18% | 122 |
|
|
2024
Q1 | $760K | Hold |
3,382
| – | – | 0.18% | 122 |
|
|
2023
Q4 | $744K | Hold |
3,382
| – | – | 0.19% | 117 |
|
|
2023
Q3 | $742K | Sell |
3,382
-6
| -0.2% | -$1.32K | 0.21% | 110 |
|
|
2023
Q2 | $762K | Sell |
3,388
-28
| -0.8% | -$6.3K | 0.22% | 111 |
|
|
2023
Q1 | $653K | Sell |
3,416
-675
| -16% | -$129K | 0.19% | 114 |
|
|
2022
Q4 | $755 | Hold |
4,091
| – | – | ﹤0.01% | 267 |
|
|
2022
Q3 | $680 | Sell |
4,091
-5
| -0.1% | -$1 | ﹤0.01% | 280 |
|
|
2022
Q2 | $844 | Sell |
4,096
-69
| -2% | -$14 | ﹤0.01% | 268 |
|
|
2022
Q1 | $1.01K | Sell |
4,165
-10
| -0.2% | -$2 | ﹤0.01% | 265 |
|
|
2021
Q4 | $1.02K | Hold |
4,175
| – | – | ﹤0.01% | 259 |
|
|
2021
Q3 | $852 | Sell |
4,175
-125
| -3% | -$26 | ﹤0.01% | 257 |
|
|
2021
Q2 | $887 | Hold |
4,300
| – | – | ﹤0.01% | 249 |
|
|
2021
Q1 | $819 | Hold |
4,300
| – | – | ﹤0.01% | 243 |
|
|
2020
Q4 | $815 | Hold |
4,300
| – | – | ﹤0.01% | 205 |
|
|
2020
Q3 | $757 | Hold |
4,300
| – | – | ﹤0.01% | 216 |
|
|
2020
Q2 | $659 | Sell |
4,300
-175
| -4% | -$27 | ﹤0.01% | 195 |
|
|
2020
Q1 | $626 | Buy |
+4,475
| New | +$626 | ﹤0.01% | 197 |
|
|
2019
Q2 | $710 | Buy |
+4,770
| New | +$710 | ﹤0.01% | 130 |
|
|
2018
Q4 | $511K | Hold |
4,785
| – | – | 0.19% | 91 |
|
|
2018
Q3 | $546K | Sell |
4,785
-15
| -0.3% | -$1.71K | 0.17% | 83 |
|
|
2018
Q2 | $512K | Hold |
4,800
| – | – | 0.18% | 83 |
|
|
2018
Q1 | $437K | Hold |
4,800
| – | – | 0.24% | 89 |
|
|
2017
Q4 | $426K | Hold |
4,800
| – | – | 0.23% | 98 |
|
|
2017
Q3 | $432K | Hold |
4,800
| – | – | 0.26% | 88 |
|
|
2017
Q2 | $394K | Hold |
4,800
| – | – | 0.26% | 89 |
|
|
2017
Q1 | $333K | Buy |
4,800
+125
| +3% | +$8.67K | 0.16% | 97 |
|
|
2016
Q4 | $323K | Buy |
+4,675
| New | +$323K | 0.22% | 69 |
|