Heritage Wealth Advisors’s Nucor NUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
2,248
-15
| -0.7% | -$1.94K | 0.01% | 174 |
|
|
2025
Q1 | $272K | Sell |
2,263
-6
| -0.3% | -$722 | 0.01% | 173 |
|
|
2024
Q4 | $265K | Buy |
2,269
+136
| +6% | +$15.9K | 0.01% | 177 |
|
|
2024
Q3 | $321K | Buy |
2,133
+30
| +1% | +$4.51K | 0.02% | 171 |
|
|
2024
Q2 | $332K | Hold |
2,103
| – | – | 0.02% | 162 |
|
|
2024
Q1 | $416K | Buy |
2,103
+103
| +5% | +$20.4K | 0.02% | 158 |
|
|
2023
Q4 | $348K | Hold |
2,000
| – | – | 0.02% | 169 |
|
|
2023
Q3 | $313K | Hold |
2,000
| – | – | 0.02% | 163 |
|
|
2023
Q2 | $328K | Hold |
2,000
| – | – | 0.02% | 166 |
|
|
2023
Q1 | $309K | Hold |
2,000
| – | – | 0.02% | 171 |
|
|
2022
Q4 | $264K | Hold |
2,000
| – | – | 0.02% | 183 |
|
|
2022
Q3 | $214K | Hold |
2,000
| – | – | 0.02% | 193 |
|
|
2022
Q2 | $209K | Hold |
2,000
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $297K | Hold |
2,000
| – | – | 0.02% | 156 |
|
|
2021
Q4 | $228K | Hold |
2,000
| – | – | 0.01% | 198 |
|
|
2021
Q3 | $197K | Hold |
2,000
| – | – | 0.01% | 200 |
|
|
2021
Q2 | $192K | Sell |
2,000
-350
| -15% | -$33.6K | 0.01% | 206 |
|
|
2021
Q1 | $189K | Buy |
2,350
+25
| +1% | +$2.01K | 0.01% | 208 |
|
|
2020
Q4 | $124K | Buy |
2,325
+200
| +9% | +$10.7K | 0.01% | 235 |
|
|
2020
Q3 | $95.3K | Buy |
2,125
+125
| +6% | +$5.61K | 0.01% | 207 |
|
|
2020
Q2 | $82.8K | Hold |
2,000
| – | – | 0.01% | 219 |
|
|
2020
Q1 | $72K | Hold |
2,000
| – | – | 0.01% | 225 |
|
|
2019
Q4 | $113K | Sell |
2,000
-127
| -6% | -$7.15K | 0.01% | 221 |
|
|
2019
Q3 | $108K | Hold |
2,127
| – | – | 0.02% | 204 |
|
|
2019
Q2 | $117K | Hold |
2,127
| – | – | 0.02% | 179 |
|
|
2019
Q1 | $124K | Buy |
2,127
+127
| +6% | +$7.41K | 0.02% | 158 |
|
|
2018
Q4 | $103K | Hold |
2,000
| – | – | 0.02% | 163 |
|
|
2018
Q3 | $126K | Buy |
+2,000
| New | +$126K | 0.02% | 148 |
|