EWM
EPG Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
12,056
+433
| +4% | +$29.7K | 0.25% | 112 |
|
|
2025
Q1 | $868K | Buy |
11,623
+390
| +3% | +$29.1K | 0.24% | 122 |
|
|
2024
Q4 | $857K | Sell |
11,233
-231
| -2% | -$17.6K | 0.23% | 119 |
|
|
2024
Q3 | $1.02M | Buy |
+11,464
| New | +$1.02M | 0.26% | 107 |
|
|
2024
Q2 | – | Sell |
-12,019
| Closed | -$921K | – | 110 |
|
|
2024
Q1 | $921K | Buy |
12,019
+848
| +8% | +$65K | 0.23% | 115 |
|
|
2023
Q4 | $747K | Buy |
11,171
+1,250
| +13% | +$83.5K | 0.2% | 129 |
|
|
2023
Q3 | $740K | Buy |
9,921
+795
| +9% | +$59.3K | 0.22% | 114 |
|
|
2023
Q2 | $652K | Buy |
9,126
+749
| +9% | +$53.5K | 0.19% | 127 |
|
|
2023
Q1 | $601K | Buy |
8,377
+2,551
| +44% | +$183K | 0.19% | 127 |
|
|
2022
Q4 | $400K | Buy |
+5,826
| New | +$400K | 0.15% | 123 |
|
|
2022
Q2 | – | Sell |
-2,908
| Closed | -$214K | – | 236 |
|
|
2022
Q1 | $214K | Sell |
2,908
-189
| -6% | -$13.9K | 0.07% | 224 |
|
|
2021
Q4 | $250K | Buy |
3,097
+7
| +0.2% | +$565 | 0.09% | 198 |
|
|
2021
Q3 | $210K | Buy |
3,090
+7
| +0.2% | +$476 | 0.08% | 202 |
|
|
2021
Q2 | $239K | Buy |
3,083
+46
| +2% | +$3.57K | 0.1% | 177 |
|
|
2021
Q1 | $235K | Sell |
3,037
-1,052
| -26% | -$81.4K | 0.11% | 162 |
|
|
2020
Q4 | $291K | Buy |
+4,089
| New | +$291K | 0.17% | 112 |
|
|
2020
Q3 | – | Sell |
-4,007
| Closed | -$213K | – | 128 |
|
|
2020
Q2 | $213K | Buy |
4,007
+3,754
| +1,484% | +$200K | 0.15% | 133 |
|
|
2020
Q1 | $9K | Buy |
253
+193
| +322% | +$6.87K | 0.01% | 491 |
|
|
2019
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 535 |
|