FMWA
Forvis Mazars Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,122
| Closed | -$224K | – | 411 |
|
|
2023
Q1 | $224K | Sell |
3,122
-31
| -1% | -$2.23K | 0.01% | 374 |
|
|
2022
Q4 | $216K | Buy |
+3,153
| New | +$216K | 0.01% | 369 |
|
|
2021
Q1 | – | Sell |
-4,530
| Closed | -$322K | – | 297 |
|
|
2020
Q4 | $322K | Buy |
+4,530
| New | +$322K | 0.02% | 282 |
|
|
2019
Q2 | – | Sell |
-8,891
| Closed | -$474K | – | 259 |
|
|
2019
Q1 | $474K | Sell |
8,891
-424
| -5% | -$22.6K | 0.04% | 170 |
|
|
2018
Q4 | $498K | Sell |
9,315
-2,138
| -19% | -$114K | 0.05% | 136 |
|
|
2018
Q3 | $737K | Sell |
11,453
-1,614
| -12% | -$104K | 0.06% | 120 |
|
|
2018
Q2 | $861K | Sell |
13,067
-231
| -2% | -$15.2K | 0.08% | 108 |
|
|
2018
Q1 | $847K | Sell |
13,298
-1,581
| -11% | -$101K | 0.08% | 111 |
|
|
2017
Q4 | $1.06M | Sell |
14,879
-1,827
| -11% | -$130K | 0.11% | 96 |
|
|
2017
Q3 | $1.16M | Buy |
16,706
+9,296
| +125% | +$644K | 0.13% | 85 |
|
|
2017
Q2 | $467K | Buy |
7,410
+222
| +3% | +$14K | 0.05% | 141 |
|
|
2017
Q1 | $457K | Sell |
7,188
-220
| -3% | -$14K | 0.06% | 132 |
|
|
2016
Q4 | $424K | Buy |
7,408
+65
| +0.9% | +$3.72K | 0.06% | 133 |
|
|
2016
Q3 | $381K | Buy |
7,343
+763
| +12% | +$39.6K | 0.05% | 129 |
|
|
2016
Q2 | $327K | Buy |
6,580
+410
| +7% | +$20.4K | 0.05% | 137 |
|
|
2016
Q1 | $314K | Sell |
6,170
-863
| -12% | -$43.9K | 0.05% | 136 |
|
|
2015
Q4 | $362K | Buy |
+7,033
| New | +$362K | 0.05% | 131 |
|
|
2015
Q3 | – | Sell |
-4,559
| Closed | -$233K | – | 185 |
|
|
2015
Q2 | $233K | Sell |
4,559
-114
| -2% | -$5.83K | 0.03% | 164 |
|
|
2015
Q1 | $224K | Buy |
+4,673
| New | +$224K | 0.03% | 170 |
|