BSW 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 | $298K | Sell |
4,339
-448
| -9% | -$30.7K | 0.04% | 244 |
|
|
2025
Q1 | $357K | Buy |
4,787
+863
| +22% | +$64.4K | 0.05% | 207 |
|
|
2024
Q4 | $299K | Sell |
3,924
-247
| -6% | -$18.8K | 0.04% | 230 |
|
|
2024
Q3 | $372K | Buy |
4,171
+922
| +28% | +$82.2K | 0.06% | 192 |
|
|
2024
Q2 | $262K | Buy |
3,249
+380
| +13% | +$30.6K | 0.04% | 237 |
|
|
2024
Q1 | $220K | Sell |
2,869
-1,739
| -38% | -$133K | 0.04% | 267 |
|
|
2023
Q4 | $355K | Sell |
4,608
-137
| -3% | -$10.5K | 0.07% | 171 |
|
|
2023
Q3 | $354K | Buy |
4,745
+588
| +14% | +$43.9K | 0.08% | 145 |
|
|
2023
Q2 | $297K | Sell |
4,157
-88
| -2% | -$6.29K | 0.06% | 187 |
|
|
2023
Q1 | $305K | Sell |
4,245
-1,867
| -31% | -$134K | 0.06% | 214 |
|
|
2022
Q4 | $419K | Sell |
6,112
-959
| -14% | -$65.7K | 0.09% | 159 |
|
|
2022
Q3 | $356K | Buy |
7,071
+1,287
| +22% | +$64.8K | 0.09% | 150 |
|
|
2022
Q2 | $322K | Buy |
5,784
+337
| +6% | +$18.8K | 0.08% | 179 |
|
|
2022
Q1 | $401K | Buy |
5,447
+925
| +20% | +$68.1K | 0.1% | 159 |
|
|
2021
Q4 | $365K | Sell |
4,522
-800
| -15% | -$64.6K | 0.09% | 167 |
|
|
2021
Q3 | $362K | Buy |
5,322
+521
| +11% | +$35.4K | 0.1% | 145 |
|
|
2021
Q2 | $372K | Buy |
4,801
+539
| +13% | +$41.8K | 0.1% | 138 |
|
|
2021
Q1 | $329K | Buy |
+4,262
| New | +$329K | 0.1% | 130 |
|
|
2019
Q2 | – | Sell |
-2,401
| Closed | -$258K | – | 143 |
|
|
2019
Q1 | $258K | Buy |
2,401
+163
| +7% | +$17.5K | 0.1% | 74 |
|
|
2018
Q4 | $241K | Sell |
2,238
-99
| -4% | -$10.7K | 0.09% | 76 |
|
|
2018
Q3 | $303K | Sell |
2,337
-378
| -14% | -$49K | 0.12% | 79 |
|
|
2018
Q2 | $361K | Buy |
2,715
+3
| +0.1% | +$399 | 0.16% | 54 |
|
|
2018
Q1 | $349K | Sell |
2,712
-247
| -8% | -$31.8K | 0.16% | 55 |
|
|
2017
Q4 | $425K | Buy |
2,959
+15
| +0.5% | +$2.15K | 0.18% | 47 |
|
|
2017
Q3 | $411K | Buy |
+2,944
| New | +$411K | 0.18% | 46 |
|