MWM
Moran Wealth Management’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-71,220
| Closed | -$8.12M | – | 479 |
|
|
2024
Q4 | $8.12M | Sell |
71,220
-614
| -0.9% | -$70K | 0.26% | 113 |
|
|
2024
Q3 | $9.06M | Sell |
71,834
-1,491
| -2% | -$188K | 0.28% | 112 |
|
|
2024
Q2 | $9.5M | Buy |
73,325
+13,307
| +22% | +$1.72M | 0.31% | 109 |
|
|
2024
Q1 | $8.9M | Buy |
60,018
+17,833
| +42% | +$2.64M | 0.29% | 117 |
|
|
2023
Q4 | $4.98M | Buy |
42,185
+35,452
| +527% | +$4.19M | 0.18% | 164 |
|
|
2023
Q3 | $722K | Sell |
6,733
-480
| -7% | -$51.5K | 0.03% | 279 |
|
|
2023
Q2 | $786K | Buy |
7,213
+239
| +3% | +$26K | 0.03% | 261 |
|
|
2023
Q1 | $788K | Buy |
6,974
+170
| +2% | +$19.2K | 0.03% | 270 |
|
|
2022
Q4 | $665K | Buy |
+6,804
| New | +$665K | 0.03% | 277 |
|