Meridian Wealth Management’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,162
| Closed | -$852K | – | 682 |
|
|
2025
Q1 | $852K | Buy |
20,162
+127
| +0.6% | +$5.37K | 0.04% | 316 |
|
|
2024
Q4 | $681K | Buy |
20,035
+26
| +0.1% | +$884 | 0.03% | 357 |
|
|
2024
Q3 | $707K | Buy |
+20,009
| New | +$707K | 0.03% | 348 |
|
|
2024
Q1 | – | Sell |
-21,000
| Closed | -$1.02M | – | 580 |
|
|
2023
Q4 | $1.02M | Buy |
+21,000
| New | +$1.02M | 0.07% | 260 |
|
|
2018
Q2 | – | Sell |
-86,648
| Closed | -$3.05M | – | 204 |
|
|
2018
Q1 | $3.05M | Buy |
86,648
+5,648
| +7% | +$199K | 1.52% | 18 |
|
|
2017
Q4 | $2.08M | Hold |
81,000
| – | – | 1.28% | 17 |
|
|
2017
Q3 | $2.08M | Buy |
+81,000
| New | +$2.08M | 1.32% | 17 |
|