MWPCG
Measured Wealth Private Client Group’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,297
| Closed | -$262K | – | 192 |
|
|
2024
Q4 | $262K | Sell |
2,297
-4,743
| -67% | -$541K | 0.08% | 154 |
|
|
2024
Q3 | $888K | Buy |
7,040
+378
| +6% | +$47.7K | 0.3% | 50 |
|
|
2024
Q2 | $863K | Sell |
6,662
-57
| -0.8% | -$7.38K | 0.3% | 48 |
|
|
2024
Q1 | $996K | Buy |
6,719
+37
| +0.6% | +$5.49K | 0.35% | 41 |
|
|
2023
Q4 | $789K | Sell |
6,682
-60
| -0.9% | -$7.09K | 0.29% | 51 |
|
|
2023
Q3 | $723K | Buy |
6,742
+373
| +6% | +$40K | 0.29% | 54 |
|
|
2023
Q2 | $694K | Buy |
6,369
+3,140
| +97% | +$342K | 0.26% | 55 |
|
|
2023
Q1 | $365K | Sell |
3,229
-226
| -7% | -$25.6K | 0.14% | 114 |
|
|
2022
Q4 | $338K | Sell |
3,455
-143
| -4% | -$14K | 0.14% | 103 |
|
|
2022
Q3 | $255K | Sell |
3,598
-1,068
| -23% | -$75.7K | 0.11% | 117 |
|
|
2022
Q2 | $309K | Buy |
4,666
+1,241
| +36% | +$82.2K | 0.14% | 114 |
|
|
2022
Q1 | $286K | Buy |
+3,425
| New | +$286K | 0.11% | 120 |
|
|
2018
Q4 | – | Sell |
-2,553
| Closed | -$114K | – | 622 |
|
|
2018
Q3 | $114K | Buy |
+2,553
| New | +$114K | 0.07% | 216 |
|