IWM
Iams 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 | $1.96M | Sell |
28,524
-1,503
| -5% | -$103K | 0.9% | 33 |
|
|
2025
Q1 | $2.24M | Buy |
30,027
+6,108
| +26% | +$456K | 1.03% | 30 |
|
|
2024
Q4 | $1.82M | Buy |
23,919
+1,094
| +5% | +$83.4K | 0.83% | 40 |
|
|
2024
Q3 | $2.03M | Sell |
22,825
-162
| -0.7% | -$14.4K | 1% | 28 |
|
|
2024
Q2 | $1.85M | Buy |
22,987
+751
| +3% | +$60.5K | 1.01% | 29 |
|
|
2024
Q1 | $1.55M | Buy |
22,236
+1,295
| +6% | +$90.2K | 0.95% | 34 |
|
|
2023
Q4 | $1.61M | Sell |
20,941
-1,996
| -9% | -$154K | 1.04% | 30 |
|
|
2023
Q3 | $1.71M | Buy |
+22,937
| New | +$1.71M | 1.18% | 25 |
|
|
2023
Q2 | – | Sell |
-19,069
| Closed | -$1.35M | – | 23 |
|
|
2023
Q1 | $1.35M | Buy |
19,069
+5,745
| +43% | +$406K | 1.12% | 29 |
|
|
2022
Q4 | $914K | Buy |
+13,324
| New | +$914K | 0.93% | 31 |
|