Congress Wealth Management’s DuPont de Nemours DD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.02M	Sell	81,521 -2,210	-3%	-$184K	0.07%	317
2025 Q1	$7.86M	Buy	83,731 +10,548	+14%	+$1.03M	0.09%	247
2024 Q4	$6.97M	Buy	73,183 +564	+0.8%	+$58.7K	0.1%	242
2024 Q3	$8.12M	Buy	72,619 +13,165	+22%	+$1.34M	0.11%	236
2024 Q2	$6.01M	Sell	59,454 -384	-0.6%	-$37.6K	0.1%	227
2024 Q1	$5.76M	Sell	59,838 -357	-0.6%	-$31.8K	0.1%	210
2023 Q4	$5.81M	Buy	60,195 +73	+0.1%	+$6.64K	0.11%	208
2023 Q3	$5.63M	Sell	60,122 -4	-0%	-$376	0.12%	201
2023 Q2	$5.39M	Buy	60,126 +564	+0.9%	+$48.5K	0.13%	183
2023 Q1	$5.37M	Buy	59,562 +58	+0.1%	+$5.29K	0.13%	181
2022 Q4	$5.13M	Buy	59,504 +1	+0%	+$80	0.13%	182
2022 Q3	$3.76M	Sell	59,503 -106	-0.2%	-$7.56K	0.1%	204
2022 Q2	$4.16M	Buy	59,609 +66	+0.1%	+$5.4K	0.11%	204
2022 Q1	$5.5M	Buy	59,543 +28	+0%	+$2.73K	0.12%	194
2021 Q4	$6.04M	Buy	+59,515	New	+$5.66M	0.12%	198