VWM
Venturi 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
| Closed | -$8.1K | – | 1654 |
|
|
2024
Q4 | $8.1K | Hold |
71
| – | – | ﹤0.01% | 1489 |
|
|
2024
Q3 | $8.95K | Sell |
71
-4
| -5% | -$504 | ﹤0.01% | 1221 |
|
|
2024
Q2 | $9.71K | Buy |
75
+61
| +436% | +$7.9K | ﹤0.01% | 1109 |
|
|
2024
Q1 | $2.08K | Hold |
14
| – | – | ﹤0.01% | 1248 |
|
|
2023
Q4 | $1.65K | Buy |
14
+4
| +40% | +$473 | ﹤0.01% | 1261 |
|
|
2023
Q3 | $1.07K | Buy |
+10
| New | +$1.07K | ﹤0.01% | 1284 |
|
|
2023
Q2 | – | Sell |
-16
| Closed | -$1.81K | – | 1257 |
|
|
2023
Q1 | $1.81K | Buy |
+16
| New | +$1.81K | ﹤0.01% | 1027 |
|
|
2019
Q2 | – | Sell |
-224,923
| Closed | -$8.02M | – | 260 |
|
|
2019
Q1 | $8.02M | Buy |
224,923
+130,409
| +138% | +$4.65M | 1.04% | 36 |
|
|
2018
Q4 | $2.83M | Sell |
94,514
-47,082
| -33% | -$1.41M | 0.46% | 55 |
|
|
2018
Q3 | $6.47M | Buy |
141,596
+2,615
| +2% | +$119K | 1.14% | 34 |
|
|
2018
Q2 | $6.16M | Buy |
138,981
+3,475
| +3% | +$154K | 1.15% | 33 |
|
|
2018
Q1 | $5.99M | Sell |
135,506
-10,810
| -7% | -$478K | 1.16% | 28 |
|
|
2017
Q4 | $6.31M | Buy |
146,316
+6,525
| +5% | +$281K | 1.21% | 25 |
|
|
2017
Q3 | $4.87M | Sell |
139,791
-12,510
| -8% | -$435K | 1.03% | 38 |
|
|
2017
Q2 | $5.45M | Sell |
152,301
-17,220
| -10% | -$617K | 1.24% | 30 |
|
|
2017
Q1 | $5.54M | Buy |
169,521
+13,655
| +9% | +$446K | 1.28% | 28 |
|
|
2016
Q4 | $5.55M | Buy |
155,866
+10,303
| +7% | +$367K | 1.56% | 28 |
|
|
2016
Q3 | $3.64M | Buy |
145,563
+1,580
| +1% | +$39.5K | 1.21% | 35 |
|
|
2016
Q2 | $3.53M | Buy |
+143,983
| New | +$3.53M | 1.2% | 33 |
|