Montag & Associates’s Nucor NUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Hold |
2,015
| – | – | 0.01% | 373 |
|
|
2025
Q1 | $244K | Sell |
2,015
-13
| -0.6% | -$1.57K | 0.01% | 395 |
|
|
2024
Q4 | $238K | Hold |
2,028
| – | – | 0.01% | 403 |
|
|
2024
Q3 | $306K | Buy |
2,028
+75
| +4% | +$11.3K | 0.01% | 377 |
|
|
2024
Q2 | $310K | Sell |
1,953
-350
| -15% | -$55.5K | 0.02% | 361 |
|
|
2024
Q1 | $457K | Hold |
2,303
| – | – | 0.02% | 328 |
|
|
2023
Q4 | $402K | Buy |
2,303
+13
| +0.6% | +$2.27K | 0.02% | 321 |
|
|
2023
Q3 | $359K | Hold |
2,290
| – | – | 0.02% | 317 |
|
|
2023
Q2 | $377K | Hold |
2,290
| – | – | 0.02% | 324 |
|
|
2023
Q1 | $355K | Buy |
2,290
+350
| +18% | +$54.2K | 0.02% | 318 |
|
|
2022
Q4 | $257K | Sell |
1,940
-375
| -16% | -$49.6K | 0.02% | 335 |
|
|
2022
Q3 | $249K | Buy |
2,315
+1,875
| +426% | +$202K | 0.02% | 330 |
|
|
2022
Q2 | $46K | Sell |
440
-42
| -9% | -$4.39K | ﹤0.01% | 542 |
|
|
2022
Q1 | $72K | Hold |
482
| – | – | ﹤0.01% | 508 |
|
|
2021
Q4 | $55K | Hold |
482
| – | – | ﹤0.01% | 555 |
|
|
2021
Q3 | $47K | Hold |
482
| – | – | ﹤0.01% | 572 |
|
|
2021
Q2 | $46K | Buy |
482
+42
| +10% | +$4.01K | ﹤0.01% | 560 |
|
|
2021
Q1 | $35K | Buy |
+440
| New | +$35K | ﹤0.01% | 596 |
|