Affinity Wealth Management’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,583
| Closed | -$253K | – | 108 |
|
|
2025
Q3 | $253K | Sell |
2,583
-249
| -9% | -$23.5K | 0.04% | 87 |
|
|
2025
Q2 | $244K | Sell |
2,832
-34
| -1% | -$2.83K | 0.04% | 92 |
|
|
2025
Q1 | $269K | Sell |
2,866
-95
| -3% | -$9.27K | 0.05% | 78 |
|
|
2024
Q4 | $283K | Buy |
2,961
+572
| +24% | +$59.5K | 0.05% | 80 |
|
|
2024
Q3 | $267K | Hold |
2,389
| – | – | 0.05% | 91 |
|
|
2024
Q2 | $241K | Sell |
2,389
-1,174
| -33% | -$115K | 0.04% | 94 |
|
|
2024
Q1 | $343K | Sell |
3,563
-607
| -15% | -$54K | 0.06% | 75 |
|
|
2023
Q4 | $403K | Buy |
4,170
+54
| +1% | +$4.91K | 0.08% | 64 |
|
|
2023
Q3 | $385K | Buy |
4,116
+354
| +9% | +$33.3K | 0.09% | 67 |
|
|
2023
Q2 | $337K | Buy |
3,762
+75
| +2% | +$6.45K | 0.08% | 72 |
|
|
2023
Q1 | $332K | Hold |
3,687
| – | – | 0.08% | 79 |
|
|
2022
Q4 | $318K | Sell |
3,687
-378
| -9% | -$30.2K | 0.08% | 71 |
|
|
2022
Q3 | $257K | Buy |
4,065
+48
| +1% | +$3.42K | 0.06% | 79 |
|
|
2022
Q2 | $276K | Sell |
4,017
-85
| -2% | -$6.96K | 0.06% | 79 |
|
|
2022
Q1 | $357K | Buy |
4,102
+1,232
| +43% | +$120K | 0.07% | 68 |
|
|
2021
Q4 | $298K | Sell |
2,870
-1,160
| -29% | -$110K | 0.06% | 88 |
|
|
2021
Q3 | $353K | Buy |
4,030
+700
| +21% | +$64.9K | 0.07% | 77 |
|
|
2021
Q2 | $313K | Hold |
3,330
| – | – | 0.06% | 79 |
|
|
2021
Q1 | $314K | Hold |
3,330
| – | – | 0.06% | 73 |
|
|
2020
Q4 | $353K | Sell |
3,330
-276
| -8% | -$21.7K | 0.07% | 67 |
|
|
2020
Q3 | $260K | Hold |
3,606
| – | – | 0.07% | 65 |
|
|
2020
Q2 | $242K | Buy |
+3,606
| New | +$211K | 0.31% | 42 |
|
|
2020
Q1 | – | Sell |
-3,783
| Closed | -$305K | – | 62 |
|
|
2019
Q4 | $305K | Sell |
3,783
-27
| -0.7% | -$2.24K | 0.11% | 71 |
|
|
2019
Q3 | $341K | Sell |
3,810
-760
| -17% | -$66.9K | 0.14% | 65 |
|
|
2019
Q2 | $431K | Sell |
4,570
-2,338
| -34% | -$279K | 0.17% | 65 |
|
|
2019
Q1 | $933K | Buy |
6,908
+1,297
| +23% | +$180K | 0.37% | 47 |
|
|
2018
Q4 | $760K | Buy |
+5,611
| New | +$806K | 0.46% | 37 |
|
|
2017
Q3 | $986K | Buy |
+5,625
| New | +$939K | 0.6% | 11 |
|
Other funds holding DD
N