Crestwood Advisors Group’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
$505K Buy
7,358
+525
+8% +$36K 0.01% 345
2025
Q1
$510K Buy
6,833
+851
+14% +$63.6K 0.01% 338
2024
Q4
$456K Buy
5,982
+1,502
+34% +$115K 0.01% 318
2024
Q3
$399K Buy
4,480
+360
+9% +$32.1K 0.01% 326
2024
Q2
$332K Buy
4,120
+132
+3% +$10.6K 0.01% 336
2024
Q1
$306K Buy
3,988
+1,243
+45% +$95.3K 0.01% 351
2023
Q4
$211K Buy
+2,745
New +$211K ﹤0.01% 380
2017
Q2
Sell
-78
Closed -$10K 216
2017
Q1
$10K Buy
+78
New +$10K ﹤0.01% 428