Carson Wealth (CWM LLC)’s DuPont de Nemours DD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.64M Buy
67,628
+36,220
+115% +$2.48M 0.02% 609
2025
Q1
$2.35M Sell
31,408
-2,186
-7% -$163K 0.01% 775
2024
Q4
$2.56M Buy
33,594
+2,627
+8% +$200K 0.01% 688
2024
Q3
$2.76M Buy
30,967
+8,394
+37% +$748K 0.01% 598
2024
Q2
$1.82M Buy
22,573
+2,053
+10% +$165K 0.01% 671
2024
Q1
$1.57M Buy
20,520
+680
+3% +$52.1K 0.01% 690
2023
Q4
$1.53M Sell
19,840
-4,109
-17% -$316K 0.01% 642
2023
Q3
$1.79M Buy
23,949
+2,085
+10% +$155K 0.01% 570
2023
Q2
$1.56M Buy
21,864
+9,218
+73% +$659K 0.01% 577
2023
Q1
$908K Buy
12,646
+3,724
+42% +$267K 0.01% 686
2022
Q4
$612K Sell
8,922
-343
-4% -$23.5K ﹤0.01% 741
2022
Q3
$467K Buy
9,265
+557
+6% +$28.1K ﹤0.01% 761
2022
Q2
$484K Buy
8,708
+229
+3% +$12.7K ﹤0.01% 742
2022
Q1
$624K Buy
8,479
+2,446
+41% +$180K ﹤0.01% 662
2021
Q4
$487K Buy
+6,033
New +$487K ﹤0.01% 735
2021
Q2
$422K Hold
5,445
﹤0.01% 703
2021
Q1
$422K Hold
5,445
﹤0.01% 703
2020
Q4
$422K Hold
5,445
﹤0.01% 703
2020
Q3
$422K Hold
5,445
﹤0.01% 703
2020
Q2
$422K Hold
5,445
﹤0.01% 703
2020
Q1
$422K Hold
5,445
﹤0.01% 703
2019
Q4
$422K Hold
5,445
﹤0.01% 703
2019
Q3
$422K Hold
5,445
﹤0.01% 703
2019
Q2
$422K Buy
5,445
+2,746
+102% +$213K ﹤0.01% 703
2019
Q1
$422K Sell
2,699
-16,339
-86% -$2.55M ﹤0.01% 703
2018
Q4
$2.05M Sell
19,038
-1,947
-9% -$210K 0.05% 281
2018
Q3
$2.72M Buy
20,985
+8,522
+68% +$1.11M 0.07% 233
2018
Q2
$1.66M Buy
12,463
+315
+3% +$41.9K 0.05% 229
2018
Q1
$1.56M Sell
12,148
-1,203
-9% -$155K 0.06% 195
2017
Q4
$1.92M Sell
13,351
-1,996
-13% -$287K 0.09% 172
2017
Q3
$2.14M Sell
15,347
-1,126
-7% -$157K 0.1% 148
2017
Q2
$2.1M Sell
16,473
-5,530
-25% -$704K 0.11% 148
2017
Q1
$2.82M Sell
22,003
-19,312
-47% -$2.48M 0.16% 118
2016
Q4
$4.77M Sell
41,315
-15,848
-28% -$1.83M 0.29% 92
2016
Q3
$5.98M Sell
57,163
-2,190
-4% -$229K 0.41% 71
2016
Q2
$5.95M Buy
59,353
+23,626
+66% +$2.37M 0.43% 74
2016
Q1
$3.67M Sell
35,727
-26,803
-43% -$2.75M 0.32% 99
2015
Q4
$6.49M Buy
62,530
+864
+1% +$89.7K 0.63% 60
2015
Q3
$5.28M Sell
61,666
-94,169
-60% -$8.06M 0.53% 68
2015
Q2
$16.1M Sell
155,835
-21,614
-12% -$2.23M 1.54% 9
2015
Q1
$17.2M Sell
177,449
-9,180
-5% -$889K 1.74% 5
2014
Q4
$17.2M Buy
186,629
+70,859
+61% +$6.52M 2.08% 4
2014
Q3
$12.2M Buy
115,770
+76,860
+198% +$8.13M 1.78% 12
2014
Q2
$4.04M Buy
+38,910
New +$4.04M 0.72% 42
2014
Q1
Sell
-16,134
Closed -$1.45M 217
2013
Q4
$1.45M Buy
16,134
+9,438
+141% +$846K 0.23% 68
2013
Q3
$519K Buy
+6,696
New +$519K 0.14% 106