WMS Partners’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $175K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $445K | Sell |
|
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|
2024
Q1 | $569K | Hold |
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|
2023
Q4 | $604K | Buy |
|
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $318K | Hold |
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|
2021
Q2 | $460K | Hold |
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|
2021
Q1 | $496K | Hold |
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|
2020
Q4 | $472K | Hold |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $322K | Hold |
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|
2020
Q1 | $261K | Hold |
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|
2019
Q4 | $457K | Hold |
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|
2019
Q3 | $483K | Hold |
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|
2019
Q2 | $492K | Hold |
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|
2019
Q1 | $450K | Hold |
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|
2018
Q4 | $385K | Hold |
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|
2018
Q3 | $464K | Hold |
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|
2018
Q2 | $548K | Hold |
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|
2018
Q1 | $431K | Hold |
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|
2017
Q4 | $357K | Hold |
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|
2017
Q3 | $309K | Hold |
|
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $283K | Hold |
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|
2016
Q4 | $276K | Sell |
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|
2016
Q3 | $313K | Buy |
|