CWP
Concord Wealth Partners’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Hold |
365
| – | – | ﹤0.01% | 440 |
|
|
2025
Q1 | $27.3K | Sell |
365
-186
| -34% | -$13.9K | ﹤0.01% | 396 |
|
|
2024
Q4 | $42K | Sell |
551
-1
| -0.2% | -$76 | 0.01% | 353 |
|
|
2024
Q3 | $49.2K | Hold |
552
| – | – | 0.01% | 339 |
|
|
2024
Q2 | $44.4K | Sell |
552
-115
| -17% | -$9.26K | 0.01% | 323 |
|
|
2024
Q1 | $51.1K | Sell |
667
-135
| -17% | -$10.4K | 0.01% | 348 |
|
|
2023
Q4 | $61.7K | Buy |
802
+60
| +8% | +$4.62K | 0.01% | 328 |
|
|
2023
Q3 | $55.3K | Sell |
742
-47
| -6% | -$3.51K | 0.01% | 364 |
|
|
2023
Q2 | $56.3K | Buy |
789
+116
| +17% | +$8.28K | 0.01% | 350 |
|
|
2023
Q1 | $48.3K | Hold |
673
| – | – | 0.01% | 352 |
|
|
2022
Q4 | $46.2K | Buy |
+673
| New | +$46.2K | 0.01% | 390 |
|
|
2022
Q3 | – | Sell |
-868
| Closed | -$48K | – | 372 |
|
|
2022
Q2 | $48K | Sell |
868
-24
| -3% | -$1.33K | 0.01% | 386 |
|
|
2022
Q1 | $66K | Buy |
892
+25
| +3% | +$1.85K | 0.02% | 380 |
|
|
2021
Q4 | $70K | Buy |
867
+537
| +163% | +$43.4K | 0.02% | 382 |
|
|
2021
Q3 | $22K | Sell |
330
-382
| -54% | -$25.5K | 0.01% | 361 |
|
|
2021
Q2 | $55K | Sell |
712
-121
| -15% | -$9.35K | 0.02% | 338 |
|
|
2021
Q1 | $64K | Sell |
833
-98
| -11% | -$7.53K | 0.02% | 294 |
|
|
2020
Q4 | $66K | Buy |
+931
| New | +$66K | 0.05% | 174 |
|