Back to STT-PG
SHRIER WEALTH MANAGEMENT, LLC → STT-PG
SHRIER WEALTH MANAGEMENT, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
14
Latest value
$556K
Q3 2026
Peak value
$6.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $527K |
| Q4 2025 | $5M |
| Q4 2025 | $380K |
| Q1 2026 | $501K |
| Q1 2026 | $6M |
| Q1 2026 | $211K |
| Q1 2026 | $346K |
| Q2 2026 | $554K |
| Q2 2026 | $6.5M |
| Q2 2026 | $496K |
| Q3 2026 | $528K |
| Q3 2026 | $6.4M |
| Q3 2026 | $209K |
| Q3 2026 | $556K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $556K | 2.8K | — | — |
| Q3 2026 | $209K | 3.4K | — | — |
| Q3 2026 | $6.4M | 43.6K | — | — |
| Q3 2026 | $528K | 7.8K | — | — |
| Q2 2026 | $496K | 2.6K | — | — |
| Q2 2026 | $6.5M | 42.9K | — | — |
| Q2 2026 | $554K | 8.1K | — | — |
| Q1 2026 | $346K | 2.6K | — | — |
| Q1 2026 | $211K | 3.4K | — | — |
| Q1 2026 | $6M | 41.2K | — | — |
| Q1 2026 | $501K | 8.1K | — | — |
| Q4 2025 | $380K | 2.6K | — | — |
| Q4 2025 | $5M | 36.2K | — | — |
| Q4 2025 | $527K | 8.2K | — | — |