Geneos Wealth Management’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 | $484K | Sell |
7,051
-2,880
| -29% | -$198K | 0.01% | 720 |
|
|
2025
Q1 | $1.06M | Buy |
9,931
+5,843
| +143% | +$621K | 0.02% | 646 |
|
|
2024
Q4 | $312K | Sell |
4,088
-59
| -1% | -$4.5K | 0.01% | 699 |
|
|
2024
Q3 | $370K | Buy |
4,147
+1,608
| +63% | +$143K | 0.01% | 623 |
|
|
2024
Q2 | $204K | Buy |
2,539
+16
| +0.6% | +$1.29K | 0.01% | 700 |
|
|
2024
Q1 | $193K | Buy |
2,523
+120
| +5% | +$9.2K | 0.01% | 707 |
|
|
2023
Q4 | $185K | Sell |
2,403
-200
| -8% | -$15.4K | 0.01% | 694 |
|
|
2023
Q3 | $194K | Buy |
2,603
+367
| +16% | +$27.4K | 0.01% | 687 |
|
|
2023
Q2 | $160K | Sell |
2,236
-173
| -7% | -$12.4K | 0.01% | 734 |
|
|
2023
Q1 | $173K | Sell |
2,409
-85
| -3% | -$6.1K | 0.01% | 685 |
|
|
2022
Q4 | $171K | Sell |
2,494
-128
| -5% | -$8.79K | 0.01% | 674 |
|
|
2022
Q3 | $132K | Sell |
2,622
-2,853
| -52% | -$144K | 0.01% | 721 |
|
|
2022
Q2 | $299K | Hold |
5,475
| – | – | 0.01% | 621 |
|
|
2022
Q1 | $402K | Buy |
5,475
+204
| +4% | +$15K | 0.02% | 597 |
|
|
2021
Q4 | $425K | Sell |
5,271
-1,335
| -20% | -$108K | 0.02% | 633 |
|
|
2021
Q3 | $456K | Sell |
6,606
-672
| -9% | -$46.4K | 0.02% | 593 |
|
|
2021
Q2 | $573K | Sell |
7,278
-5,333
| -42% | -$420K | 0.02% | 530 |
|
|
2021
Q1 | $972K | Sell |
12,611
-624
| -5% | -$48.1K | 0.03% | 427 |
|
|
2020
Q4 | $630K | Buy |
13,235
+3,354
| +34% | +$160K | 0.03% | 472 |
|
|
2020
Q3 | $543K | Sell |
9,881
-131
| -1% | -$7.2K | 0.03% | 407 |
|
|
2020
Q2 | $514K | Buy |
10,012
+285
| +3% | +$14.6K | 0.03% | 406 |
|
|
2020
Q1 | $329K | Sell |
9,727
-1,368
| -12% | -$46.3K | 0.02% | 473 |
|
|
2019
Q4 | $707K | Sell |
11,095
-994
| -8% | -$63.3K | 0.04% | 366 |
|
|
2019
Q3 | $849K | Sell |
12,089
-2,096
| -15% | -$147K | 0.05% | 303 |
|
|
2019
Q2 | $1.06M | Buy |
+14,185
| New | +$1.06M | 0.07% | 266 |
|