SWA
Sax Wealth Advisors’s Nucor NUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
1,767
+4
| +0.2% | +$518 | 0.01% | 392 |
|
|
2025
Q1 | $212K | Buy |
1,763
+31
| +2% | +$3.73K | 0.02% | 345 |
|
|
2024
Q4 | $202K | Sell |
1,732
-3
| -0.2% | -$350 | 0.02% | 319 |
|
|
2024
Q3 | $261K | Buy |
1,735
+5
| +0.3% | +$752 | 0.02% | 239 |
|
|
2024
Q2 | $273K | Buy |
1,730
+30
| +2% | +$4.74K | 0.03% | 222 |
|
|
2024
Q1 | $336K | Sell |
1,700
-8
| -0.5% | -$1.58K | 0.04% | 139 |
|
|
2023
Q4 | $297K | Buy |
1,708
+8
| +0.5% | +$1.39K | 0.05% | 147 |
|
|
2023
Q3 | $266K | Hold |
1,700
| – | – | 0.05% | 145 |
|
|
2023
Q2 | $279K | Hold |
1,700
| – | – | 0.06% | 142 |
|
|
2023
Q1 | $263K | Hold |
1,700
| – | – | 0.06% | 145 |
|
|
2022
Q4 | $224K | Buy |
+1,700
| New | +$224K | 0.05% | 148 |
|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$253K | – | 173 |
|
|
2022
Q1 | $253K | Buy |
+1,700
| New | +$253K | 0.06% | 149 |
|