HHGA
Halbert Hargrove Global Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-71
| Closed | -$5.3K | – | 385 |
|
|
2025
Q1 | $5.3K | Buy |
+71
| New | +$5.3K | ﹤0.01% | 292 |
|
|
2019
Q2 | – | Sell |
-4,202
| Closed | -$224K | – | 74 |
|
|
2019
Q1 | $224K | Sell |
4,202
-106
| -2% | -$5.65K | 0.79% | 33 |
|
|
2018
Q4 | $230K | Buy |
4,308
+185
| +4% | +$9.88K | 0.05% | 64 |
|
|
2018
Q3 | $265K | Sell |
4,123
-148
| -3% | -$9.51K | 0.07% | 57 |
|
|
2018
Q2 | $282K | Sell |
4,271
-49
| -1% | -$3.24K | 0.07% | 55 |
|
|
2018
Q1 | $275K | Sell |
4,320
-160
| -4% | -$10.2K | 0.07% | 51 |
|
|
2017
Q4 | $319K | Sell |
4,480
-405
| -8% | -$28.8K | 0.08% | 44 |
|
|
2017
Q3 | $338K | Buy |
+4,885
| New | +$338K | 0.09% | 38 |
|
|
2015
Q3 | – | Sell |
-5,558
| Closed | -$284K | – | 118 |
|
|
2015
Q2 | $284K | Sell |
5,558
-180
| -3% | -$9.2K | 0.07% | 144 |
|
|
2015
Q1 | $275K | Sell |
5,738
-550
| -9% | -$26.4K | 0.09% | 149 |
|
|
2014
Q4 | $287K | Sell |
6,288
-252
| -4% | -$11.5K | 0.14% | 91 |
|
|
2014
Q3 | $343K | Sell |
6,540
-1,137
| -15% | -$59.6K | 0.09% | 82 |
|
|
2014
Q2 | $395K | Buy |
7,677
+3,007
| +64% | +$155K | 0.12% | 63 |
|
|
2014
Q1 | $227K | Buy |
+4,670
| New | +$227K | 0.07% | 107 |
|