APP
Avantax Planning Partners’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
3,594
-107
| -3% | -$7.34K | 0.01% | 392 |
|
|
2025
Q1 | $276K | Buy |
3,701
+147
| +4% | +$11K | 0.01% | 350 |
|
|
2024
Q4 | $271K | Buy |
3,554
+100
| +3% | +$7.62K | 0.01% | 354 |
|
|
2024
Q3 | $308K | Sell |
3,454
-1,716
| -33% | -$153K | 0.01% | 328 |
|
|
2024
Q2 | $416K | Sell |
5,170
-8
| -0.2% | -$644 | 0.01% | 313 |
|
|
2024
Q1 | $397K | Sell |
5,178
-212
| -4% | -$16.3K | 0.01% | 321 |
|
|
2023
Q4 | $415K | Sell |
5,390
-250
| -4% | -$19.2K | 0.02% | 258 |
|
|
2023
Q3 | $421K | Sell |
5,640
-1,980
| -26% | -$148K | 0.02% | 246 |
|
|
2023
Q2 | $544K | Buy |
7,620
+219
| +3% | +$15.6K | 0.02% | 224 |
|
|
2023
Q1 | $531K | Sell |
7,401
-154
| -2% | -$11.1K | 0.02% | 228 |
|
|
2022
Q4 | $519K | Buy |
7,555
+43
| +0.6% | +$2.95K | 0.02% | 229 |
|
|
2022
Q3 | $379K | Buy |
7,512
+146
| +2% | +$7.37K | 0.02% | 251 |
|
|
2022
Q2 | $409K | Buy |
7,366
+1,507
| +26% | +$83.7K | 0.02% | 240 |
|
|
2022
Q1 | $431K | Sell |
5,859
-177
| -3% | -$13K | 0.02% | 235 |
|
|
2021
Q4 | $488K | Buy |
6,036
+59
| +1% | +$4.77K | 0.02% | 219 |
|
|
2021
Q3 | $406K | Sell |
5,977
-208
| -3% | -$14.1K | 0.02% | 223 |
|
|
2021
Q2 | $479K | Buy |
+6,185
| New | +$479K | 0.02% | 200 |
|
|
2020
Q4 | – | Sell |
-4,535
| Closed | -$252K | – | 293 |
|
|
2020
Q3 | $252K | Buy |
+4,535
| New | +$252K | 0.01% | 252 |
|
|
2020
Q1 | – | Sell |
-5,642
| Closed | -$362K | – | 278 |
|
|
2019
Q4 | $362K | Sell |
5,642
-293
| -5% | -$18.8K | 0.02% | 207 |
|
|
2019
Q3 | $423K | Sell |
5,935
-12
| -0.2% | -$855 | 0.03% | 193 |
|
|
2019
Q2 | $429K | Sell |
5,947
-32,279
| -84% | -$2.33M | 0.03% | 191 |
|
|
2019
Q1 | $2.04M | Buy |
38,226
+12,573
| +49% | +$670K | 0.14% | 61 |
|
|
2018
Q4 | $1.37M | Sell |
25,653
-3,914
| -13% | -$209K | 0.1% | 80 |
|
|
2018
Q3 | $1.9M | Buy |
29,567
+2,530
| +9% | +$163K | 0.15% | 53 |
|
|
2018
Q2 | $1.78M | Buy |
27,037
+4,195
| +18% | +$277K | 0.16% | 51 |
|
|
2018
Q1 | $1.46M | Buy |
22,842
+4,132
| +22% | +$263K | 0.12% | 71 |
|
|
2017
Q4 | $1.33M | Sell |
18,710
-8,498
| -31% | -$605K | 0.12% | 76 |
|
|
2017
Q3 | $1.88M | Buy |
27,208
+11,446
| +73% | +$793K | 0.15% | 67 |
|
|
2017
Q2 | $994K | Sell |
15,762
-385
| -2% | -$24.3K | 0.08% | 110 |
|
|
2017
Q1 | $1.03M | Buy |
16,147
+8,751
| +118% | +$556K | 0.09% | 101 |
|
|
2016
Q4 | $423K | Buy |
+7,396
| New | +$423K | 0.05% | 183 |
|