EWA
EP Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
20,120
+870
| +5% | +$59.7K | 0.01% | 496 |
|
|
2025
Q1 | $1.44M | Buy |
19,250
+1,741
| +10% | +$130K | 0.01% | 419 |
|
|
2024
Q4 | $1.34M | Buy |
17,509
+2,710
| +18% | +$207K | 0.01% | 433 |
|
|
2024
Q3 | $1.32M | Buy |
14,799
+5,642
| +62% | +$503K | 0.01% | 438 |
|
|
2024
Q2 | $737K | Buy |
9,157
+906
| +11% | +$72.9K | 0.01% | 451 |
|
|
2024
Q1 | $633K | Sell |
8,251
-964
| -10% | -$73.9K | 0.01% | 464 |
|
|
2023
Q4 | $709K | Buy |
9,215
+1,349
| +17% | +$104K | 0.01% | 426 |
|
|
2023
Q3 | $587K | Buy |
7,866
+6,170
| +364% | +$460K | 0.01% | 430 |
|
|
2023
Q2 | $586K | Sell |
1,696
-534,557
| -100% | -$185M | 0.01% | 434 |
|
|
2023
Q1 | $107 | Buy |
536,253
+528,416
| +6,743% | +$106 | ﹤0.01% | 633 |
|
|
2022
Q4 | $538K | Buy |
+7,837
| New | +$538K | 0.01% | 364 |
|
|
2022
Q3 | – | Sell |
-7,884
| Closed | -$438K | – | 397 |
|
|
2022
Q2 | $438K | Buy |
7,884
+513
| +7% | +$28.5K | 0.01% | 399 |
|
|
2022
Q1 | $542K | Sell |
7,371
-370
| -5% | -$27.2K | 0.01% | 368 |
|
|
2021
Q4 | $625K | Buy |
7,741
+237
| +3% | +$19.1K | 0.01% | 320 |
|
|
2021
Q3 | $510K | Sell |
7,504
-525
| -7% | -$35.7K | 0.01% | 328 |
|
|
2021
Q2 | $622K | Buy |
8,029
+74
| +0.9% | +$5.73K | 0.02% | 301 |
|
|
2021
Q1 | $615K | Buy |
7,955
+1,479
| +23% | +$114K | 0.02% | 287 |
|
|
2020
Q4 | $461K | Buy |
+6,476
| New | +$461K | 0.02% | 278 |
|
|
2020
Q1 | – | Sell |
-22,267
| Closed | -$1.43M | – | 382 |
|
|
2019
Q4 | $1.43M | Sell |
22,267
-4,569
| -17% | -$293K | 0.06% | 153 |
|
|
2019
Q3 | $1.91M | Sell |
26,836
-1,152
| -4% | -$82.2K | 0.09% | 108 |
|
|
2019
Q2 | $2.1M | Buy |
27,988
+23,059
| +468% | +$1.73M | 0.13% | 84 |
|
|
2019
Q1 | $263K | Buy |
4,929
+989
| +25% | +$52.8K | 0.03% | 212 |
|
|
2018
Q4 | $211K | Sell |
3,940
-183
| -4% | -$9.8K | 0.02% | 241 |
|
|
2018
Q3 | $265K | Buy |
4,123
+997
| +32% | +$64.1K | 0.02% | 233 |
|
|
2018
Q2 | $206K | Sell |
3,126
-118
| -4% | -$7.78K | 0.02% | 182 |
|
|
2018
Q1 | $207K | Buy |
+3,244
| New | +$207K | 0.02% | 198 |
|
|
2017
Q4 | – | Sell |
-4,140
| Closed | -$287K | – | 198 |
|
|
2017
Q3 | $287K | Buy |
+4,140
| New | +$287K | 0.03% | 138 |
|