Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
STE holding history
STERIS plc in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
STE overviewAll 13F holders of STEFull Q4 2024 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −10,052−100.0% | Sold out | Holders |
| Q2 2024 | 10,052 | $2.21M | 0.4% | +97+1.0% | Added | Holders |
| Q1 2024 | 9,955 | $2.20M | 0.2% | +629+6.7% | Added | Holders |
| Q4 2023 | 9,326 | $2.05M | 0.2% | +808+9.5% | Added | Holders |
| Q3 2023 | 8,518 | $1.87M | 0.2% | +1,491+21.2% | Added | Holders |
| Q2 2023 | 7,027 | $1.58M | 0.2% | +2,551+57.0% | Added | Holders |
| Q1 2023 | 4,476 | $856.3K | 0.1% | +1,228+37.8% | Added | Holders |
| Q4 2022 | 3,248 | $599.9K | 0.1% | +2,705+498.2% | Added | Holders |
| Q3 2022 | 543 | $543.0K | 0.1% | −2,608−82.8% | Reduced | Holders |
| Q2 2022 | 3,151 | $649.0K | 0.1% | +3,151 | New | Holders |