Everhart Financial 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 | $291K | Sell |
4,242
-2,986
| -41% | -$205K | 0.03% | 291 |
|
|
2025
Q1 | $540K | Sell |
7,228
-110
| -1% | -$8.22K | 0.07% | 190 |
|
|
2024
Q4 | $560K | Buy |
7,338
+393
| +6% | +$30K | 0.12% | 171 |
|
|
2024
Q3 | $619K | Buy |
6,945
+972
| +16% | +$86.6K | 0.14% | 167 |
|
|
2024
Q2 | $481K | Buy |
5,973
+914
| +18% | +$73.6K | 0.12% | 165 |
|
|
2024
Q1 | $388K | Buy |
5,059
+1,044
| +26% | +$80K | 0.11% | 185 |
|
|
2023
Q4 | $309K | Sell |
4,015
-437
| -10% | -$33.6K | 0.11% | 177 |
|
|
2023
Q3 | $332K | Buy |
4,452
+345
| +8% | +$25.7K | 0.14% | 143 |
|
|
2023
Q2 | $293K | Buy |
4,107
+577
| +16% | +$41.2K | 0.12% | 160 |
|
|
2023
Q1 | $253K | Buy |
3,530
+571
| +19% | +$41K | 0.11% | 161 |
|
|
2022
Q4 | $203K | Buy |
+2,959
| New | +$203K | 0.1% | 172 |
|