Whittier Trust’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.21K | Hold |
|
|||||
|
2025
Q2 | $999 | Sell |
|
|||||
|
2025
Q1 | $1.88K | Hold |
|
|||||
|
2024
Q4 | $2.08K | Sell |
|
|||||
|
2024
Q3 | $9.26K | Hold |
|
|||||
|
2024
Q2 | $7.48K | Hold |
|
|||||
|
2024
Q1 | $5.82K | Hold |
|
|||||
|
2023
Q4 | $5.18K | Sell |
|
|||||
|
2023
Q3 | $7.7K | Sell |
|
|||||
|
2023
Q2 | $6.07K | Sell |
|
|||||
|
2023
Q1 | $77.2K | Hold |
|
|||||
|
2022
Q4 | $80.1K | Sell |
|
|||||
|
2022
Q3 | $81K | Hold |
|
|||||
|
2022
Q2 | $87K | Buy |
|
|||||
|
2022
Q1 | $106K | Buy |
|