Caldwell Trust’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
29,353
+1,848
|
|
||||
|
2025
Q1 | $2.05M | Buy |
27,505
+2,417
|
|
||||
|
2024
Q4 | $1.91M | Buy |
25,088
+3,077
|
|
||||
|
2024
Q3 | $1.96M | Buy |
22,011
+2,918
|
|
||||
|
2024
Q2 | $1.54M | Buy |
19,093
+1,104
|
|
||||
|
2024
Q1 | $1.38M | Buy |
17,989
+6,840
|
|
||||
|
2023
Q4 | $858K | Buy |
11,149
+4,661
|
|
||||
|
2023
Q3 | $484K | Buy |
6,488
+2,639
|
|
||||
|
2023
Q2 | $275K | Buy |
3,849
+683
|
|
||||
|
2023
Q1 | $227K | Buy |
3,166
+148
|
|
||||
|
2022
Q4 | $207K | Sell |
3,018
-86
|
|
||||
|
2022
Q3 | $156K | Hold |
3,104
|
|
||||
|
2022
Q2 | $173K | Hold |
3,104
|
|
||||
|
2022
Q1 | $228K | Hold |
3,104
|
|
||||
|
2021
Q4 | $251K | Sell |
3,104
-116
|
|
||||
|
2021
Q3 | $219K | Sell |
3,220
-426
|
|
||||
|
2021
Q2 | $282K | Sell |
3,646
-58
|
|
||||
|
2021
Q1 | $286K | Sell |
3,704
-200
|
|
||||
|
2020
Q4 | $278K | Sell |
3,904
-22
|
|
||||
|
2020
Q3 | $218K | Sell |
3,926
-1,278
|
|
||||
|
2020
Q2 | $276K | Sell |
5,204
-2,278
|
|
||||
|
2020
Q1 | $255K | Sell |
7,482
-2,089
|
|
||||
|
2019
Q4 | $614K | Buy |
+9,571
|
|