Wealth Enhancement Advisory Services
STLD icon

Wealth Enhancement Advisory Services’s Steel Dynamics STLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.4M Buy
32,988
+5,477
+20% +$730K 0.01% 956
2025
Q1
$3.44M Buy
27,511
+6,604
+32% +$826K 0.01% 987
2024
Q4
$2.38M Buy
20,907
+10,716
+105% +$1.22M ﹤0.01% 1089
2024
Q3
$1.28M Buy
10,191
+360
+4% +$45.4K ﹤0.01% 1261
2024
Q2
$1.27M Sell
9,831
-20,656
-68% -$2.67M ﹤0.01% 1169
2024
Q1
$4.52M Buy
30,487
+1,364
+5% +$202K 0.01% 692
2023
Q4
$3.44M Buy
29,123
+6,229
+27% +$736K 0.01% 715
2023
Q3
$2.45M Sell
22,894
-3,153
-12% -$338K 0.01% 790
2023
Q2
$2.84M Sell
26,047
-2,156
-8% -$235K 0.03% 169
2023
Q1
$3.19M Buy
28,203
+11,103
+65% +$1.26M 0.04% 165
2022
Q4
$2.04M Buy
+17,100
New +$2.04M 0.03% 174
2017
Q2
Sell
-23,117
Closed -$798K 187
2017
Q1
$798K Buy
+23,117
New +$798K 0.08% 115
2016
Q3
Sell
-64,239
Closed -$1.57M 174
2016
Q2
$1.57M Buy
64,239
+4,327
+7% +$106K 0.28% 51
2016
Q1
$1.35M Buy
59,912
+8,460
+16% +$190K 0.27% 51
2015
Q4
$919K Buy
51,452
+20,505
+66% +$366K 0.23% 97
2015
Q3
$590K Buy
30,947
+9,804
+46% +$187K 0.18% 115
2015
Q2
$438K Buy
+21,143
New +$438K 0.14% 115