EWM
Empirical Wealth Management’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,352
| Closed | -$294K | – | 726 |
|
|
2025
Q1 | $294K | Sell |
2,352
-25,021
| -91% | -$3.13M | 0.01% | 519 |
|
|
2024
Q4 | $3.12M | Buy |
27,373
+2,287
| +9% | +$261K | 0.08% | 147 |
|
|
2024
Q3 | $3.16M | Buy |
25,086
+3,558
| +17% | +$449K | 0.09% | 147 |
|
|
2024
Q2 | $2.79M | Buy |
21,528
+789
| +4% | +$102K | 0.08% | 152 |
|
|
2024
Q1 | $3.07M | Buy |
20,739
+2,450
| +13% | +$363K | 0.09% | 140 |
|
|
2023
Q4 | $2.16M | Buy |
18,289
+2,085
| +13% | +$246K | 0.07% | 155 |
|
|
2023
Q3 | $1.74M | Buy |
16,204
+2,077
| +15% | +$223K | 0.07% | 170 |
|
|
2023
Q2 | $1.54M | Buy |
+14,127
| New | +$1.54M | 0.06% | 179 |
|