BCWM
Bartlett & Co Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
1,838
-1,802
| -50% | -$124K | ﹤0.01% | 505 |
|
|
2025
Q1 | $272K | Sell |
3,640
-1,500
| -29% | -$112K | ﹤0.01% | 409 |
|
|
2024
Q4 | $392K | Sell |
5,140
-120
| -2% | -$9.15K | 0.01% | 355 |
|
|
2024
Q3 | $469K | Sell |
5,260
-33
| -0.6% | -$2.94K | 0.01% | 336 |
|
|
2024
Q2 | $426K | Sell |
5,293
-105
| -2% | -$8.45K | 0.01% | 344 |
|
|
2024
Q1 | $414K | Sell |
5,398
-135
| -2% | -$10.4K | 0.01% | 350 |
|
|
2023
Q4 | $426K | Sell |
5,533
-66
| -1% | -$5.09K | 0.01% | 367 |
|
|
2023
Q3 | $418K | Sell |
5,599
-461
| -8% | -$34.4K | 0.01% | 359 |
|
|
2023
Q2 | $433K | Buy |
6,060
+1,951
| +47% | +$139K | 0.01% | 363 |
|
|
2023
Q1 | $295K | Sell |
4,109
-1,466
| -26% | -$105K | 0.01% | 343 |
|
|
2022
Q4 | $383K | Hold |
5,575
| – | – | 0.01% | 312 |
|
|
2022
Q3 | $281K | Buy |
5,575
+245
| +5% | +$12.3K | 0.01% | 336 |
|
|
2022
Q2 | $296K | Sell |
5,330
-1,205
| -18% | -$67K | 0.01% | 326 |
|
|
2022
Q1 | $481K | Hold |
6,535
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $528K | Buy |
6,535
+716
| +12% | +$57.8K | 0.01% | 290 |
|
|
2021
Q3 | $396K | Sell |
5,819
-283
| -5% | -$19.2K | 0.01% | 274 |
|
|
2021
Q2 | $472K | Sell |
6,102
-235
| -4% | -$18.2K | 0.01% | 266 |
|
|
2021
Q1 | $490K | Sell |
6,337
-1,064
| -14% | -$82.2K | 0.01% | 262 |
|
|
2020
Q4 | $526K | Buy |
7,401
+32
| +0.4% | +$2.28K | 0.01% | 250 |
|
|
2020
Q3 | $409K | Hold |
7,369
| – | – | 0.01% | 257 |
|
|
2020
Q2 | $392K | Sell |
7,369
-292
| -4% | -$15.5K | 0.01% | 256 |
|
|
2020
Q1 | $261K | Sell |
7,661
-713
| -9% | -$24.3K | 0.01% | 278 |
|
|
2019
Q4 | $538K | Sell |
8,374
-810
| -9% | -$52K | 0.01% | 258 |
|
|
2019
Q3 | $655K | Buy |
9,184
+5,327
| +138% | +$380K | 0.02% | 232 |
|
|
2019
Q2 | $290K | Sell |
3,857
-8,054
| -68% | -$605K | 0.01% | 233 |
|
|
2019
Q1 | $635K | Sell |
11,911
-5,046
| -30% | -$269K | 0.02% | 189 |
|
|
2018
Q4 | $907K | Sell |
16,957
-6,858
| -29% | -$367K | 0.04% | 167 |
|
|
2018
Q3 | $1.53M | Sell |
23,815
-115
| -0.5% | -$7.4K | 0.06% | 144 |
|
|
2018
Q2 | $1.58M | Sell |
23,930
-4,973
| -17% | -$328K | 0.06% | 138 |
|
|
2018
Q1 | $1.84M | Buy |
+28,903
| New | +$1.84M | 0.08% | 128 |
|