Back to STT-PG
MOULTON WEALTH MANAGEMENT, INC → STT-PG
MOULTON WEALTH MANAGEMENT, INC STT-PG Position History
State Street Corporation • Banking
Quarters held
43
Latest value
$714K
Q3 2026
Peak value
$18.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $348K |
| Q4 2025 | $10M |
| Q4 2025 | $11.5M |
| Q4 2025 | $1.8M |
| Q4 2025 | $8.2M |
| Q4 2025 | $2.5M |
| Q4 2025 | $958K |
| Q4 2025 | $839K |
| Q4 2025 | $1.2M |
| Q4 2025 | $2M |
| Q4 2025 | $3.3M |
| Q4 2025 | $880K |
| Q4 2025 | $770K |
| Q1 2026 | $7M |
| Q1 2026 | $3.3M |
| Q1 2026 | $4.6M |
| Q1 2026 | $2.6M |
| Q2 2026 | $355K |
| Q2 2026 | $18.3M |
| Q2 2026 | $6.1M |
| Q2 2026 | $3.2M |
| Q2 2026 | $2.8M |
| Q2 2026 | $282K |
| Q2 2026 | $1.1M |
| Q2 2026 | $743K |
| Q2 2026 | $2.2M |
| Q2 2026 | $5M |
| Q2 2026 | $884K |
| Q2 2026 | $806K |
| Q3 2026 | $485K |
| Q3 2026 | $16M |
| Q3 2026 | $6.6M |
| Q3 2026 | $6.4M |
| Q3 2026 | $3.2M |
| Q3 2026 | $2.9M |
| Q3 2026 | $256K |
| Q3 2026 | $1.3M |
| Q3 2026 | $717K |
| Q3 2026 | $2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $874K |
| Q3 2026 | $714K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $714K | 18.0K | — | — |
| Q3 2026 | $874K | 8.0K | — | — |
| Q3 2026 | $1.2M | 6.1K | — | — |
| Q3 2026 | $2M | 11.8K | — | — |
| Q3 2026 | $717K | 13.4K | — | — |
| Q3 2026 | $1.3M | 20.6K | — | — |
| Q3 2026 | $256K | 2.4K | — | — |
| Q3 2026 | $2.9M | 17.6K | — | — |
| Q3 2026 | $3.2M | 35.5K | — | — |
| Q3 2026 | $6.4M | 264.0K | — | — |
| Q3 2026 | $6.6M | 164.3K | — | — |
| Q3 2026 | $16M | 177.7K | — | — |
| Q3 2026 | $485K | 4.7K | — | — |
| Q2 2026 | $806K | 18.0K | — | — |
| Q2 2026 | $884K | 8.0K | — | — |
| Q2 2026 | $5M | 26.9K | — | — |
| Q2 2026 | $2.2M | 11.8K | — | — |
| Q2 2026 | $743K | 13.5K | — | — |
| Q2 2026 | $1.1M | 20.7K | — | — |
| Q2 2026 | $282K | 2.4K | — | — |
| Q2 2026 | $2.8M | 17.7K | — | — |
| Q2 2026 | $3.2M | 35.0K | — | — |
| Q2 2026 | $6.1M | 245.8K | — | — |
| Q2 2026 | $18.3M | 207.9K | — | — |
| Q2 2026 | $355K | 3.3K | — | — |
| Q1 2026 | $2.6M | 28.2K | — | — |
| Q1 2026 | $4.6M | 185.3K | — | — |
| Q1 2026 | $3.3M | 81.5K | — | — |
| Q1 2026 | $7M | 91.5K | — | — |
| Q4 2025 | $770K | 17.8K | — | — |
| Q4 2025 | $880K | 7.5K | — | — |
| Q4 2025 | $3.3M | 23.0K | — | — |
| Q4 2025 | $2M | 12.4K | — | — |
| Q4 2025 | $1.2M | 22.8K | — | — |
| Q4 2025 | $839K | 18.4K | — | — |
| Q4 2025 | $958K | 8.1K | — | — |
| Q4 2025 | $2.5M | 16.2K | — | — |
| Q4 2025 | $8.2M | 198.5K | — | — |
| Q4 2025 | $1.8M | 19.6K | — | — |
| Q4 2025 | $11.5M | 143.7K | — | — |
| Q4 2025 | $10M | 396.5K | — | — |
| Q4 2025 | $348K | 7.4K | — | — |
| Q4 2025 | $2.5M | 23.3K | — | — |