Baldwin Wealth Partners’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
3,976
-332
| -8% | -$22.8K | 0.02% | 192 |
|
|
2025
Q1 | $322K | Sell |
4,308
-75
| -2% | -$5.6K | 0.02% | 172 |
|
|
2024
Q4 | $334K | Sell |
4,383
-97
| -2% | -$7.4K | 0.02% | 181 |
|
|
2024
Q3 | $399K | Sell |
4,480
-28
| -0.6% | -$2.5K | 0.03% | 232 |
|
|
2024
Q2 | $363K | Hold |
4,508
| – | – | 0.03% | 161 |
|
|
2024
Q1 | $346K | Sell |
4,508
-156
| -3% | -$12K | 0.03% | 172 |
|
|
2023
Q4 | $359K | Sell |
4,664
-377
| -7% | -$29K | 0.03% | 172 |
|
|
2023
Q3 | $376K | Sell |
5,041
-180
| -3% | -$13.4K | 0.03% | 174 |
|
|
2023
Q2 | $373K | Hold |
5,221
| – | – | 0.03% | 188 |
|
|
2023
Q1 | $375K | Hold |
5,221
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $358K | Buy |
5,221
+5,073
| +3,428% | +$348K | 0.03% | 183 |
|
|
2022
Q3 | $8K | Hold |
148
| – | – | ﹤0.01% | 530 |
|
|
2022
Q2 | $8K | Sell |
148
-73
| -33% | -$3.95K | ﹤0.01% | 548 |
|
|
2022
Q1 | $16K | Buy |
221
+73
| +49% | +$5.29K | ﹤0.01% | 496 |
|
|
2021
Q4 | $12K | Sell |
148
-135
| -48% | -$10.9K | ﹤0.01% | 489 |
|
|
2021
Q3 | $19K | Sell |
283
-170
| -38% | -$11.4K | ﹤0.01% | 460 |
|
|
2021
Q2 | $35K | Buy |
453
+170
| +60% | +$13.1K | ﹤0.01% | 399 |
|
|
2021
Q1 | $21K | Sell |
283
-111
| -28% | -$8.24K | ﹤0.01% | 452 |
|
|
2020
Q4 | $28K | Hold |
394
| – | – | ﹤0.01% | 374 |
|
|
2020
Q3 | $21K | Hold |
394
| – | – | ﹤0.01% | 381 |
|
|
2020
Q2 | $21K | Sell |
394
-3,500
| -90% | -$187K | ﹤0.01% | 384 |
|
|
2020
Q1 | $133K | Sell |
3,894
-1,007
| -21% | -$34.4K | 0.02% | 177 |
|
|
2019
Q4 | $315K | Buy |
4,901
+50
| +1% | +$3.21K | 0.04% | 143 |
|
|
2019
Q3 | $346K | Sell |
4,851
-130
| -3% | -$9.27K | 0.05% | 135 |
|
|
2019
Q2 | $374K | Sell |
4,981
-2,429
| -33% | -$182K | 0.06% | 150 |
|
|
2019
Q1 | $797K | Buy |
7,410
+508
| +7% | +$54.6K | 0.12% | 98 |
|
|
2018
Q4 | $745K | Sell |
6,902
-1,611
| -19% | -$174K | 0.12% | 91 |
|
|
2018
Q3 | $1.1M | Buy |
8,513
+350
| +4% | +$45.4K | 0.15% | 85 |
|
|
2018
Q2 | $1.09M | Sell |
8,163
-1,817
| -18% | -$242K | 0.17% | 83 |
|
|
2018
Q1 | $1.28M | Sell |
9,980
-1,906
| -16% | -$245K | 0.21% | 71 |
|
|
2017
Q4 | $1.71M | Sell |
11,886
-124
| -1% | -$17.8K | 0.27% | 65 |
|
|
2017
Q3 | $1.68M | Buy |
12,010
+9,036
| +304% | +$1.26M | 0.27% | 60 |
|
|
2017
Q2 | $378K | Hold |
2,974
| – | – | 0.06% | 146 |
|
|
2017
Q1 | $381K | Hold |
2,974
| – | – | 0.06% | 148 |
|
|
2016
Q4 | $343K | Sell |
2,974
-115
| -4% | -$13.3K | 0.06% | 146 |
|
|
2016
Q3 | $323K | Hold |
3,089
| – | – | 0.06% | 151 |
|
|
2016
Q2 | $310K | Buy |
3,089
+115
| +4% | +$11.5K | 0.06% | 140 |
|
|
2016
Q1 | $305K | Sell |
2,974
-248
| -8% | -$25.4K | 0.05% | 176 |
|
|
2015
Q4 | $335K | Hold |
3,222
| – | – | 0.05% | 180 |
|
|
2015
Q3 | $276K | Hold |
3,222
| – | – | 0.05% | 194 |
|
|
2015
Q2 | $333K | Buy |
3,222
+248
| +8% | +$25.6K | 0.05% | 196 |
|
|
2015
Q1 | $288K | Hold |
2,974
| – | – | 0.04% | 202 |
|
|
2014
Q4 | $274K | Hold |
2,974
| – | – | 0.04% | 207 |
|
|
2014
Q3 | $315K | Hold |
2,974
| – | – | 0.04% | 204 |
|
|
2014
Q2 | $309K | Hold |
2,974
| – | – | 0.05% | 196 |
|
|
2014
Q1 | $292K | Hold |
2,974
| – | – | 0.05% | 198 |
|
|
2013
Q4 | $266K | Sell |
2,974
-198
| -6% | -$17.7K | 0.04% | 202 |
|
|
2013
Q3 | $246K | Hold |
3,172
| – | – | 0.04% | 207 |
|
|
2013
Q2 | $206K | Buy |
+3,172
| New | +$206K | 0.04% | 204 |
|