Carolinas Wealth Consulting’s US Steel X Stock Holding History

Carolinas Wealth Consulting’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	-1,032	Closed	-$43.6K	–	974
2025 Q1	$43.6K	Buy	1,032 +1	+0.1%	+$38	0.01%	370
2024 Q4	$35K	Buy	1,031 +2	+0.2%	+$74	0.01%	407
2024 Q3	$36.4K	Buy	+1,029	New	+$39.2K	0.01%	406
2022 Q2	–	Sell	-30	Closed	-$1K	–	958
2022 Q1	$1K	Buy	30 +10	+50%	+$271	﹤0.01%	899
2021 Q4	$0	Buy	+20	New	+$471	﹤0.01%	1018
2020 Q3	–	Sell	-204	Closed	-$1K	–	1007
2020 Q2	$1K	Buy	+204	New	+$1.59K	﹤0.01%	629

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

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

Carolinas Wealth Consulting's X Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of US Steel (X) in Q2 2025, closing a stake of 1,032 shares — an estimated $43.6K sold.

Carolinas Wealth Consulting first reported a position in X in Q2 2020 and held it in 6 quarters. The position peaked at $43.6K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Carolinas Wealth Consulting reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,032 US Steel shares in Q2 2025, an estimated $43.6K.
Carolinas Wealth Consulting first reported a position in US Steel in Q2 2020 and held it in 6 quarters.
Carolinas Wealth Consulting's US Steel position peaked at $43.6K in Q1 2025.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.