HM Payson & Co’s US Steel X Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $29.8K | Buy |
706
+257
| +57% | +$10.9K | ﹤0.01% | 732 |
|
2024
Q4 | $15.3K | Buy |
449
+5
| +1% | +$170 | ﹤0.01% | 806 |
|
2024
Q3 | $15.7K | Hold |
444
| – | – | ﹤0.01% | 796 |
|
2024
Q2 | $16.8K | Buy |
444
+6
| +1% | +$227 | ﹤0.01% | 785 |
|
2024
Q1 | $17.9K | Hold |
438
| – | – | ﹤0.01% | 762 |
|
2023
Q4 | $21.3K | Buy |
438
+53
| +14% | +$2.58K | ﹤0.01% | 726 |
|
2023
Q3 | $12.5K | Hold |
385
| – | – | ﹤0.01% | 793 |
|
2023
Q2 | $9.63K | Buy |
385
+21
| +6% | +$525 | ﹤0.01% | 807 |
|
2023
Q1 | $9.5K | Buy |
364
+60
| +20% | +$1.57K | ﹤0.01% | 799 |
|
2022
Q4 | $7.62K | Hold |
304
| – | – | ﹤0.01% | 770 |
|
2022
Q3 | $6K | Hold |
304
| – | – | ﹤0.01% | 847 |
|
2022
Q2 | $5K | Hold |
304
| – | – | ﹤0.01% | 900 |
|
2022
Q1 | $11K | Buy |
304
+154
| +103% | +$5.57K | ﹤0.01% | 837 |
|
2021
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 978 |
|
2021
Q3 | $3K | Buy |
150
+50
| +50% | +$1K | ﹤0.01% | 973 |
|
2021
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1022 |
|
2021
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1018 |
|