AP
Appleton Partners’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
26,192
-2,769
| -10% | -$190K | 0.13% | 113 |
|
|
2025
Q1 | $2.16M | Buy |
28,961
+2,135
| +8% | +$159K | 0.17% | 103 |
|
|
2024
Q4 | $2.05M | Buy |
+26,826
| New | +$2.05M | 0.15% | 105 |
|
|
2023
Q1 | – | Sell |
-3,576
| Closed | -$245K | – | 300 |
|
|
2022
Q4 | $245K | Sell |
3,576
-1,041
| -23% | -$71.3K | 0.02% | 273 |
|
|
2022
Q3 | $233K | Buy |
4,617
+105
| +2% | +$5.3K | 0.02% | 270 |
|
|
2022
Q2 | $251K | Sell |
4,512
-86
| -2% | -$4.78K | 0.02% | 264 |
|
|
2022
Q1 | $338K | Sell |
4,598
-16
| -0.3% | -$1.18K | 0.03% | 246 |
|
|
2021
Q4 | $373K | Buy |
4,614
+344
| +8% | +$27.8K | 0.03% | 241 |
|
|
2021
Q3 | $290K | Sell |
4,270
-539
| -11% | -$36.6K | 0.02% | 252 |
|
|
2021
Q2 | $372K | Buy |
4,809
+201
| +4% | +$15.5K | 0.03% | 224 |
|
|
2021
Q1 | $356K | Sell |
4,608
-63
| -1% | -$4.87K | 0.03% | 224 |
|
|
2020
Q4 | $332K | Buy |
4,671
+91
| +2% | +$6.47K | 0.03% | 225 |
|
|
2020
Q3 | $254K | Sell |
4,580
-360
| -7% | -$20K | 0.03% | 242 |
|
|
2020
Q2 | $262K | Sell |
4,940
-2,239
| -31% | -$119K | 0.03% | 226 |
|
|
2020
Q1 | $245K | Sell |
7,179
-1,373
| -16% | -$46.9K | 0.03% | 232 |
|
|
2019
Q4 | $549K | Sell |
8,552
-1,584
| -16% | -$102K | 0.06% | 188 |
|
|
2019
Q3 | $723K | Sell |
10,136
-9,714
| -49% | -$693K | 0.09% | 159 |
|
|
2019
Q2 | $1.49M | Sell |
19,850
-44,955
| -69% | -$3.37M | 0.18% | 124 |
|
|
2019
Q1 | $3.46M | Buy |
64,805
+2,268
| +4% | +$121K | 0.46% | 62 |
|
|
2018
Q4 | $3.34M | Sell |
62,537
-9,031
| -13% | -$483K | 0.5% | 61 |
|
|
2018
Q3 | $4.6M | Sell |
71,568
-524
| -0.7% | -$33.7K | 0.61% | 50 |
|
|
2018
Q2 | $4.75M | Buy |
72,092
+8,579
| +14% | +$565K | 0.68% | 48 |
|
|
2018
Q1 | $4.05M | Buy |
63,513
+763
| +1% | +$48.6K | 0.61% | 53 |
|
|
2017
Q4 | $4.47M | Buy |
62,750
+222
| +0.4% | +$15.8K | 0.69% | 47 |
|
|
2017
Q3 | $4.33M | Buy |
62,528
+46,493
| +290% | +$3.22M | 0.73% | 43 |
|
|
2017
Q2 | $1.01M | Buy |
16,035
+2,150
| +15% | +$136K | 0.17% | 130 |
|
|
2017
Q1 | $882K | Sell |
13,885
-915
| -6% | -$58.1K | 0.16% | 127 |
|
|
2016
Q4 | $847K | Buy |
14,800
+1,429
| +11% | +$81.8K | 0.17% | 126 |
|
|
2016
Q3 | $693K | Buy |
13,371
+135
| +1% | +$7K | 0.13% | 139 |
|
|
2016
Q2 | $658K | Buy |
13,236
+300
| +2% | +$14.9K | 0.13% | 125 |
|
|
2016
Q1 | $658K | Sell |
12,936
-461
| -3% | -$23.4K | 0.13% | 124 |
|
|
2015
Q4 | $690K | Buy |
13,397
+1,480
| +12% | +$76.2K | 0.14% | 124 |
|
|
2015
Q3 | $505K | Buy |
11,917
+1,745
| +17% | +$73.9K | 0.11% | 129 |
|
|
2015
Q2 | $521K | Buy |
10,172
+989
| +11% | +$50.7K | 0.12% | 121 |
|
|
2015
Q1 | $441K | Sell |
9,183
-53,059
| -85% | -$2.55M | 0.1% | 133 |
|
|
2014
Q4 | $2.84M | Sell |
62,242
-3,530
| -5% | -$161K | 0.65% | 52 |
|
|
2014
Q3 | $3.45M | Buy |
65,772
+12,076
| +22% | +$633K | 0.81% | 46 |
|
|
2014
Q2 | $2.76M | Buy |
+53,696
| New | +$2.76M | 0.65% | 52 |
|