BWG
Beta Wealth Group’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
6,422
+104
| +2% | +$7.13K | 0.16% | 77 |
|
|
2025
Q1 | $472K | Sell |
6,318
-96
| -1% | -$7.17K | 0.17% | 72 |
|
|
2024
Q4 | $489K | Buy |
6,414
+102
| +2% | +$7.78K | 0.22% | 75 |
|
|
2024
Q3 | $562K | Buy |
6,312
+303
| +5% | +$27K | 0.25% | 68 |
|
|
2024
Q2 | $484K | Buy |
6,009
+500
| +9% | +$40.2K | 0.23% | 68 |
|
|
2024
Q1 | $419K | Buy |
5,509
+304
| +6% | +$23.1K | 0.2% | 77 |
|
|
2023
Q4 | $400K | Sell |
5,205
-97
| -2% | -$7.46K | 0.21% | 73 |
|
|
2023
Q3 | $396K | Sell |
5,302
-598
| -10% | -$44.6K | 0.23% | 74 |
|
|
2023
Q2 | $421K | Buy |
5,900
+700
| +13% | +$50K | 0.24% | 70 |
|
|
2023
Q1 | $373K | Buy |
5,200
+500
| +11% | +$35.9K | 0.21% | 71 |
|
|
2022
Q4 | $323K | Buy |
4,700
+300
| +7% | +$20.6K | 0.22% | 78 |
|
|
2022
Q3 | $222K | Sell |
4,400
-55,800
| -93% | -$2.82M | 0.16% | 82 |
|
|
2022
Q2 | $3.35M | Buy |
60,200
+56,300
| +1,444% | +$3.13M | 2.24% | 17 |
|
|
2022
Q1 | $287K | Buy |
+3,900
| New | +$287K | 0.19% | 73 |
|