EWM
Evermay 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 | $77.3K | Buy |
1,127
+180
| +19% | +$12.3K | 0.01% | 293 |
|
|
2025
Q1 | $70.7K | Buy |
947
+85
| +10% | +$6.35K | 0.01% | 294 |
|
|
2024
Q4 | $65.7K | Hold |
862
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $76.8K | Sell |
862
-60
| -7% | -$5.35K | 0.01% | 297 |
|
|
2024
Q2 | $74.2K | Hold |
922
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $70.7K | Sell |
922
-5
| -0.5% | -$383 | 0.01% | 320 |
|
|
2023
Q4 | $71.3K | Buy |
927
+5
| +0.5% | +$385 | 0.01% | 293 |
|
|
2023
Q3 | $68.8K | Sell |
922
-100
| -10% | -$7.46K | 0.01% | 270 |
|
|
2023
Q2 | $73K | Hold |
1,022
| – | – | 0.01% | 276 |
|
|
2023
Q1 | $73.3K | Sell |
1,022
-170
| -14% | -$12.2K | 0.01% | 270 |
|
|
2022
Q4 | $81.8K | Sell |
1,192
-311
| -21% | -$21.3K | 0.02% | 242 |
|
|
2022
Q3 | $76K | Hold |
1,503
| – | – | 0.02% | 242 |
|
|
2022
Q2 | $84K | Sell |
1,503
-141
| -9% | -$7.88K | 0.02% | 232 |
|
|
2022
Q1 | $121K | Sell |
1,644
-754
| -31% | -$55.5K | 0.02% | 238 |
|
|
2021
Q4 | $194K | Buy |
2,398
+190
| +9% | +$15.4K | 0.03% | 175 |
|
|
2021
Q3 | $150K | Sell |
2,208
-455
| -17% | -$30.9K | 0.03% | 186 |
|
|
2021
Q2 | $206K | Buy |
2,663
+1
| +0% | +$77 | 0.04% | 171 |
|
|
2021
Q1 | $206K | Sell |
2,662
-487
| -15% | -$37.7K | 0.04% | 169 |
|
|
2020
Q4 | $224K | Buy |
+3,149
| New | +$224K | 0.05% | 161 |
|
|
2019
Q2 | – | Sell |
-5,619
| Closed | -$300K | – | 148 |
|
|
2019
Q1 | $300K | Sell |
5,619
-128
| -2% | -$6.83K | 0.08% | 110 |
|
|
2018
Q4 | $307K | Sell |
5,747
-2,782
| -33% | -$149K | 0.1% | 97 |
|
|
2018
Q3 | $548K | Sell |
8,529
-393
| -4% | -$25.3K | 0.17% | 63 |
|
|
2018
Q2 | $588K | Buy |
8,922
+1
| +0% | +$66 | 0.2% | 57 |
|
|
2018
Q1 | $568K | Buy |
8,921
+23
| +0.3% | +$1.46K | 0.2% | 64 |
|
|
2017
Q4 | $634K | Buy |
8,898
+1,534
| +21% | +$109K | 0.23% | 52 |
|
|
2017
Q3 | $510K | Buy |
+7,364
| New | +$510K | 0.22% | 42 |
|