Waldron Private Wealth’s Nucor NUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,049
Closed -$473K 385
2024
Q4
$473K Buy
4,049
+37
+0.9% +$4.32K 0.02% 258
2024
Q3
$603K Sell
4,012
-3
-0.1% -$451 0.03% 227
2024
Q2
$635K Sell
4,015
-13
-0.3% -$2.06K 0.03% 199
2024
Q1
$797K Buy
4,028
+1,010
+33% +$200K 0.04% 186
2023
Q4
$525K Buy
3,018
+73
+2% +$12.7K 0.03% 228
2023
Q3
$460K Sell
2,945
-7
-0.2% -$1.09K 0.02% 244
2023
Q2
$484K Sell
2,952
-2,898
-50% -$475K 0.02% 234
2023
Q1
$904K Sell
5,850
-40
-0.7% -$6.18K 0.04% 178
2022
Q4
$630K Hold
5,890
0.04% 214
2022
Q3
$630K Buy
5,890
+155
+3% +$16.6K 0.04% 214
2022
Q2
$598K Sell
5,735
-30
-0.5% -$3.13K 0.03% 221
2022
Q1
$856K Buy
5,765
+129
+2% +$19.2K 0.04% 198
2021
Q4
$643K Buy
5,636
+49
+0.9% +$5.59K 0.03% 229
2021
Q3
$550K Sell
5,587
-1,117
-17% -$110K 0.03% 217
2021
Q2
$643K Buy
6,704
+45
+0.7% +$4.32K 0.04% 179
2021
Q1
$534K Buy
6,659
+2
+0% +$160 0.04% 190
2020
Q4
$354K Hold
6,657
0.03% 209
2020
Q3
$298K Hold
6,657
0.03% 211
2020
Q2
$275K Buy
+6,657
New +$275K 0.02% 211
2020
Q1
Sell
-13,064
Closed -$735K 277
2019
Q4
$735K Sell
13,064
-375
-3% -$21.1K 0.07% 135
2019
Q3
$684K Buy
+13,439
New +$684K 0.07% 133