WA
Waverly Advisors’s Nucor NUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
79,092
+7,914
| +11% | +$1.03M | 0.11% | 187 |
|
|
2025
Q1 | $8.57M | Buy |
71,178
+5,413
| +8% | +$651K | 0.1% | 201 |
|
|
2024
Q4 | $7.68M | Buy |
65,765
+363
| +0.6% | +$42.4K | 0.12% | 170 |
|
|
2024
Q3 | $9.83M | Buy |
65,402
+8,191
| +14% | +$1.23M | 0.18% | 120 |
|
|
2024
Q2 | $9.04M | Buy |
+57,211
| New | +$9.04M | 0.18% | 121 |
|
|
2014
Q4 | – | Sell |
-7,948
| Closed | -$431K | – | 594 |
|
|
2014
Q3 | $431K | Hold |
7,948
| – | – | 0.23% | 52 |
|
|
2014
Q2 | $391K | Hold |
7,948
| – | – | 0.16% | 70 |
|
|
2014
Q1 | $402K | Sell |
7,948
-3,000
| -27% | -$152K | 0.18% | 64 |
|
|
2013
Q4 | $584K | Buy |
10,948
+7,948
| +265% | +$424K | 0.21% | 53 |
|
|
2013
Q3 | $147K | Buy |
+3,000
| New | +$147K | 0.08% | 119 |
|