True Wealth Design’s POSCO PKX Stock Holding History

True Wealth Design’s Portfolio PKX Stock Details PKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.6K	Buy	249 +59	+31%	+$3.58K	﹤0.01%	837
2025 Q4	$10.1K	Buy	190 +52	+38%	+$2.74K	﹤0.01%	860
2025 Q3	$6.79K	Buy	138 +100	+263%	+$5.39K	﹤0.01%	971
2025 Q2	$1.84K	Buy	38 +2	+6%	+$92	﹤0.01%	1214
2025 Q1	$1.71K	Buy	36 +11	+44%	+$514	﹤0.01%	1064
2024 Q4	$1.08K	Sell	25 -14	-36%	-$778	﹤0.01%	913
2024 Q3	$2.73K	Sell	39 -8	-17%	-$523	﹤0.01%	701
2024 Q2	$3.09K	Buy	47 +9	+24%	+$638	﹤0.01%	313
2024 Q1	$2.98K	Buy	38 +16	+73%	+$1.32K	﹤0.01%	309
2023 Q4	$2.09K	Hold	22	–	–	﹤0.01%	305
2023 Q3	$2.25K	Hold	22	–	–	﹤0.01%	257
2023 Q2	$1.63K	Hold	22	–	–	﹤0.01%	283
2023 Q1	$1.53K	Hold	22	–	–	﹤0.01%	358
2022 Q4	$1.2K	Buy	+22	New	+$1.09K	﹤0.01%	325

Other funds holding PKX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return