AWM
X

Ameliora Wealth Management’s US Steel X Stock Holding History

Ameliora Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-800
Closed -$27.2K – 243
2025
Q1 		$27.2K Hold
800
– – 0.01% 178
2024
Q4 		$27.2K Buy
+800
New +$29.5K 0.01% 173

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ameliora Wealth Management's X Position: Q2 2025 in Review

Ameliora Wealth Management sold out of US Steel (X) in Q2 2025, closing a stake of 800 shares — an estimated $27.2K sold.

Ameliora Wealth Management first reported a position in X in Q4 2024 and held it in 2 quarters. The position peaked at $27.2K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Ameliora Wealth Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Ameliora Wealth Management sold 800 US Steel shares in Q2 2025, an estimated $27.2K.
  • Ameliora Wealth Management first reported a position in US Steel in Q4 2024 and held it in 2 quarters.
  • Ameliora Wealth Management's US Steel position peaked at $27.2K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Ameliora Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.