GeoWealth Management’s US Steel X Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,184
Closed -$50K 1296
2025
Q1
$50K Buy
1,184
+64
+6% +$2.71K ﹤0.01% 895
2024
Q4
$38.1K Sell
1,120
-68
-6% -$2.31K ﹤0.01% 1236
2024
Q3
$42K Buy
+1,188
New +$42K ﹤0.01% 1124