PWM
PBMares Wealth Management’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Hold |
28,722
| – | – | 0.67% | 25 |
|
|
2025
Q1 | $3.59M | Hold |
28,722
| – | – | 0.72% | 24 |
|
|
2024
Q4 | $3.28M | Hold |
28,722
| – | – | 0.67% | 24 |
|
|
2024
Q3 | $3.62M | Hold |
28,722
| – | – | 0.76% | 24 |
|
|
2024
Q2 | $3.72M | Hold |
28,722
| – | – | 0.91% | 24 |
|
|
2024
Q1 | $4.26M | Hold |
28,722
| – | – | 1.11% | 20 |
|
|
2023
Q4 | $3.39M | Sell |
28,722
-18,140
| -39% | -$2.14M | 1.02% | 20 |
|
|
2023
Q3 | $5.02M | Hold |
46,862
| – | – | 1.81% | 15 |
|
|
2023
Q2 | $5.1M | Hold |
46,862
| – | – | 1.83% | 13 |
|
|
2023
Q1 | $5.3M | Hold |
46,862
| – | – | 1.97% | 12 |
|
|
2022
Q4 | $4.58M | Hold |
46,862
| – | – | 1.85% | 12 |
|
|
2022
Q3 | $3.33M | Hold |
46,862
| – | – | 1.45% | 16 |
|
|
2022
Q2 | $3.1M | Hold |
46,862
| – | – | 1.33% | 16 |
|
|
2022
Q1 | $3.91M | Hold |
46,862
| – | – | 2.41% | 7 |
|
|
2021
Q4 | $2.91M | Hold |
46,862
| – | – | 1.23% | 15 |
|
|
2021
Q3 | $2.74M | Hold |
46,862
| – | – | 1.31% | 16 |
|
|
2021
Q2 | $2.79M | Hold |
46,862
| – | – | 1.52% | 13 |
|
|
2021
Q1 | $2.38M | Hold |
46,862
| – | – | 1.94% | 8 |
|
|
2020
Q4 | $1.73M | Hold |
46,862
| – | – | 1.99% | 5 |
|
|
2020
Q3 | $1.34M | Hold |
46,862
| – | – | 1.97% | 10 |
|
|
2020
Q2 | $1.22M | Hold |
46,862
| – | – | 1.84% | 10 |
|
|
2020
Q1 | $1.06M | Hold |
46,862
| – | – | 1.66% | 14 |
|
|
2019
Q4 | $1.6M | Buy |
+46,862
| New | +$1.6M | 1.9% | 8 |
|