BBWA
Bell & Brown Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
36,710
+583
| +2% | +$40K | 0.9% | 42 |
|
|
2025
Q1 | $2.7M | Buy |
36,127
+855
| +2% | +$63.9K | 1.05% | 40 |
|
|
2024
Q4 | $2.69M | Buy |
35,272
+493
| +1% | +$37.6K | 1% | 39 |
|
|
2024
Q3 | $3.1M | Buy |
34,779
+651
| +2% | +$58K | 1.21% | 34 |
|
|
2024
Q2 | $2.75M | Buy |
34,128
+1,242
| +4% | +$100K | 1.05% | 32 |
|
|
2024
Q1 | $2.52M | Buy |
32,886
+121
| +0.4% | +$9.28K | 1.08% | 38 |
|
|
2023
Q4 | $2.52M | Buy |
+32,765
| New | +$2.52M | 1.17% | 37 |
|
|
2023
Q2 | $2.38M | Buy |
33,323
+328
| +1% | +$23.4K | 1.19% | 36 |
|
|
2023
Q1 | $2.37M | Sell |
32,995
-302
| -0.9% | -$21.7K | 1.26% | 37 |
|
|
2022
Q4 | $2.29M | Buy |
33,297
+284
| +0.9% | +$19.5K | 1.26% | 40 |
|
|
2022
Q3 | $1.66M | Buy |
33,013
+171
| +0.5% | +$8.62K | 1.03% | 44 |
|
|
2022
Q2 | $1.83M | Buy |
32,842
+1,074
| +3% | +$59.7K | 0.98% | 45 |
|
|
2022
Q1 | $2.34M | Buy |
31,768
+205
| +0.6% | +$15.1K | 1.06% | 39 |
|
|
2021
Q4 | $2.57M | Buy |
31,563
+2,008
| +7% | +$163K | 1.24% | 34 |
|
|
2021
Q3 | $2.01M | Buy |
+29,555
| New | +$2.01M | 1.08% | 38 |
|
|
2020
Q3 | $1.45M | Buy |
24,374
+4,930
| +25% | +$292K | 1.05% | 36 |
|
|
2020
Q2 | $1.07M | Buy |
19,444
+3,568
| +22% | +$197K | 0.84% | 42 |
|
|
2020
Q1 | $720K | Buy |
15,876
+1,343
| +9% | +$60.9K | 0.67% | 47 |
|
|
2019
Q4 | $893K | Buy |
14,533
+8,215
| +130% | +$505K | 0.67% | 55 |
|
|
2019
Q3 | $430K | Buy |
+6,318
| New | +$430K | 0.35% | 65 |
|
|
2019
Q2 | – | Sell |
-20,042
| Closed | -$1.07M | – | 83 |
|
|
2019
Q1 | $1.07M | Buy |
20,042
+3,451
| +21% | +$184K | 0.97% | 45 |
|
|
2018
Q4 | $887K | Buy |
16,591
+770
| +5% | +$41.2K | 0.95% | 45 |
|
|
2018
Q3 | $853K | Buy |
15,821
+1,543
| +11% | +$83.2K | 0.79% | 50 |
|
|
2018
Q2 | $941K | Buy |
14,278
+1,001
| +8% | +$66K | 0.93% | 44 |
|
|
2018
Q1 | $827K | Sell |
13,277
-411
| -3% | -$25.6K | 0.87% | 49 |
|
|
2017
Q4 | $975K | Buy |
+13,688
| New | +$975K | 1.01% | 44 |
|