Private Wealth Management Group’s US Steel X Stock Holding History

Private Wealth Management Group’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-177	Closed	-$7.48K	–	1610
2025 Q1	$7.48K	Buy	177 +37	+26%	+$1.4K	﹤0.01%	575
2024 Q4	$4.76K	Sell	140 -59	-30%	-$2.18K	﹤0.01%	762
2024 Q3	$7.03K	Sell	199 -31	-13%	-$1.18K	﹤0.01%	588
2024 Q2	$8.69K	Hold	230	–	–	﹤0.01%	486
2024 Q1	$9.38K	Sell	230 -13	-5%	-$595	﹤0.01%	419
2023 Q4	$11.8K	Buy	+243	New	+$8.84K	0.01%	376

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Private Wealth Management Group's X Position: Q2 2025 in Review

Private Wealth Management Group sold out of US Steel (X) in Q2 2025, closing a stake of 177 shares — an estimated $7.48K sold.

Private Wealth Management Group first reported a position in X in Q4 2023 and held it in 6 quarters. The position peaked at $11.8K in Q4 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Private Wealth Management Group reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 177 US Steel shares in Q2 2025, an estimated $7.48K.
Private Wealth Management Group first reported a position in US Steel in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's US Steel position peaked at $11.8K in Q4 2023.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.