EWM
Evercore Wealth Management’s Nucor NUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,336
| Closed | -$201K | – | 431 |
|
|
2024
Q3 | $201K | Hold |
1,336
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $211K | Hold |
1,336
| – | – | ﹤0.01% | 389 |
|
|
2024
Q1 | $264K | Sell |
1,336
-53
| -4% | -$10.5K | ﹤0.01% | 364 |
|
|
2023
Q4 | $242K | Buy |
1,389
+23
| +2% | +$4K | ﹤0.01% | 384 |
|
|
2023
Q3 | $214K | Buy |
+1,366
| New | +$214K | ﹤0.01% | 375 |
|
|
2021
Q4 | – | Sell |
-6,667
| Closed | -$656K | – | 428 |
|
|
2021
Q3 | $656K | Hold |
6,667
| – | – | 0.01% | 259 |
|
|
2021
Q2 | $640K | Hold |
6,667
| – | – | 0.01% | 268 |
|
|
2021
Q1 | $535K | Hold |
6,667
| – | – | 0.01% | 282 |
|
|
2020
Q4 | $354K | Hold |
6,667
| – | – | 0.01% | 334 |
|
|
2020
Q3 | $299K | Buy |
6,667
+30
| +0.5% | +$1.35K | 0.01% | 317 |
|
|
2020
Q2 | $274K | Hold |
6,637
| – | – | 0.01% | 317 |
|
|
2020
Q1 | $239K | Hold |
6,637
| – | – | 0.01% | 321 |
|
|
2019
Q4 | $373K | Hold |
6,637
| – | – | 0.01% | 318 |
|
|
2019
Q3 | $338K | Sell |
6,637
-1,000
| -13% | -$50.9K | 0.01% | 315 |
|
|
2019
Q2 | $421K | Sell |
7,637
-79
| -1% | -$4.36K | 0.01% | 296 |
|
|
2019
Q1 | $450K | Buy |
7,716
+931
| +14% | +$54.3K | 0.01% | 284 |
|
|
2018
Q4 | $351K | Buy |
6,785
+1,198
| +21% | +$62K | 0.01% | 282 |
|
|
2018
Q3 | $354K | Hold |
5,587
| – | – | 0.01% | 321 |
|
|
2018
Q2 | $349K | Sell |
5,587
-1,119
| -17% | -$69.9K | 0.01% | 310 |
|
|
2018
Q1 | $409K | Hold |
6,706
| – | – | 0.02% | 265 |
|
|
2017
Q4 | $426K | Sell |
6,706
-51
| -0.8% | -$3.24K | 0.02% | 272 |
|
|
2017
Q3 | $379K | Hold |
6,757
| – | – | 0.01% | 282 |
|
|
2017
Q2 | $391K | Hold |
6,757
| – | – | 0.02% | 282 |
|
|
2017
Q1 | $404K | Buy |
6,757
+5,559
| +464% | +$332K | 0.02% | 282 |
|
|
2016
Q4 | $72K | Buy |
1,198
+1,078
| +898% | +$64.8K | ﹤0.01% | 539 |
|
|
2016
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 922 |
|
|
2016
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 904 |
|
|
2016
Q1 | $6K | Sell |
120
-5,822
| -98% | -$291K | ﹤0.01% | 844 |
|
|
2015
Q4 | $239K | Buy |
+5,942
| New | +$239K | 0.01% | 343 |
|
|
2015
Q2 | – | Sell |
-6,637
| Closed | -$316K | – | 1082 |
|
|
2015
Q1 | $316K | Sell |
6,637
-1,005
| -13% | -$47.9K | 0.01% | 342 |
|
|
2014
Q4 | $375K | Buy |
7,642
+1,640
| +27% | +$80.5K | 0.02% | 282 |
|
|
2014
Q3 | $325K | Buy |
6,002
+165
| +3% | +$8.94K | 0.02% | 322 |
|
|
2014
Q2 | $288K | Hold |
5,837
| – | – | 0.01% | 344 |
|
|
2014
Q1 | $295K | Sell |
5,837
-100
| -2% | -$5.05K | 0.02% | 326 |
|
|
2013
Q4 | $316K | Buy |
5,937
+3,032
| +104% | +$161K | 0.02% | 319 |
|
|
2013
Q3 | $144K | Buy |
2,905
+72
| +3% | +$3.57K | 0.01% | 430 |
|
|
2013
Q2 | $123K | Buy |
+2,833
| New | +$123K | 0.01% | 465 |
|