Whittier Trust’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
Q3 | $202K | Hold |
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|
2025
Q2 | $185K | Sell |
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|
2025
Q1 | $162K | Hold |
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|
2024
Q4 | $177K | Buy |
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|
2024
Q3 | $154K | Sell |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $167K | Sell |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $164K | Buy |
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|
2021
Q4 | $169K | Buy |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $103K | Sell |
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|
2021
Q1 | $116K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $186K | Sell |
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|
2019
Q4 | $365K | Sell |
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|
2019
Q3 | $584K | Buy |
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|
2019
Q2 | $150K | Hold |
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|
2019
Q1 | $176K | Hold |
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|
2018
Q4 | $169K | Hold |
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|
2018
Q3 | $224K | Sell |
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|
2018
Q2 | $252K | Hold |
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|
2018
Q1 | $270K | Hold |
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|
2017
Q4 | $264K | Hold |
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|
2017
Q3 | $259K | Buy |
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|
2017
Q2 | $64K | Sell |
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|
2017
Q1 | $90K | Hold |
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|
2016
Q4 | $87K | Buy |
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|
2016
Q3 | $78K | Buy |
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|
2016
Q2 | $60K | Buy |
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|
2016
Q1 | $42K | Hold |
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|
2015
Q4 | $47K | Sell |
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|
2015
Q3 | $61K | Sell |
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|
2015
Q2 | $82K | Buy |
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|
2015
Q1 | $53K | Buy |
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|
2014
Q4 | $31K | Hold |
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|
2014
Q3 | $29K | Hold |
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|
2014
Q2 | $27K | Hold |
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|
2014
Q1 | $28K | Hold |
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|
2013
Q4 | $29K | Sell |
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|
2013
Q3 | $67K | Hold |
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|
2013
Q2 | $66K | Buy |
|