IFWM
Institute for 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 | $658K | Sell |
9,595
-349
| -4% | -$23.9K | 0.07% | 258 |
|
|
2025
Q1 | $743K | Sell |
9,944
-64
| -0.6% | -$4.78K | 0.1% | 237 |
|
|
2024
Q4 | $763K | Sell |
10,008
-202
| -2% | -$15.4K | 0.1% | 219 |
|
|
2024
Q3 | $910K | Sell |
10,210
-124
| -1% | -$11.1K | 0.11% | 193 |
|
|
2024
Q2 | $832K | Sell |
10,334
-46
| -0.4% | -$3.7K | 0.11% | 194 |
|
|
2024
Q1 | $796K | Sell |
10,380
-20
| -0.2% | -$1.53K | 0.1% | 204 |
|
|
2023
Q4 | $800K | Sell |
10,400
-138
| -1% | -$10.6K | 0.13% | 182 |
|
|
2023
Q3 | $786K | Sell |
10,538
-75
| -0.7% | -$5.59K | 0.14% | 173 |
|
|
2023
Q2 | $758K | Sell |
10,613
-289
| -3% | -$20.6K | 0.13% | 187 |
|
|
2023
Q1 | $782K | Sell |
10,902
-295
| -3% | -$21.2K | 0.15% | 169 |
|
|
2022
Q4 | $768K | Sell |
11,197
-1,081
| -9% | -$74.2K | 0.16% | 169 |
|
|
2022
Q3 | $619K | Sell |
12,278
-5,858
| -32% | -$295K | 0.14% | 194 |
|
|
2022
Q2 | $1.01M | Buy |
18,136
+1,359
| +8% | +$75.5K | 0.2% | 128 |
|
|
2022
Q1 | $1.23M | Buy |
16,777
+5,351
| +47% | +$394K | 0.2% | 123 |
|
|
2021
Q4 | $923K | Sell |
11,426
-142
| -1% | -$11.5K | 0.15% | 171 |
|
|
2021
Q3 | $787K | Buy |
11,568
+217
| +2% | +$14.8K | 0.14% | 184 |
|
|
2021
Q2 | $879K | Buy |
11,351
+242
| +2% | +$18.7K | 0.15% | 174 |
|
|
2021
Q1 | $859K | Buy |
11,109
+1,881
| +20% | +$145K | 0.16% | 167 |
|
|
2020
Q4 | $656K | Sell |
9,228
-422
| -4% | -$30K | 0.13% | 198 |
|
|
2020
Q3 | $535K | Buy |
9,650
+550
| +6% | +$30.5K | 0.12% | 213 |
|
|
2020
Q2 | $483K | Buy |
9,100
+645
| +8% | +$34.2K | 0.12% | 239 |
|
|
2020
Q1 | $288K | Sell |
8,455
-395
| -4% | -$13.5K | 0.09% | 282 |
|
|
2019
Q4 | $568K | Sell |
8,850
-5,525
| -38% | -$355K | 0.13% | 226 |
|
|
2019
Q3 | $1.03M | Sell |
14,375
-2,941
| -17% | -$210K | 0.26% | 109 |
|
|
2019
Q2 | $1.3M | Sell |
17,316
-39,619
| -70% | -$2.97M | 0.29% | 90 |
|
|
2019
Q1 | $3.04M | Buy |
56,935
+1,845
| +3% | +$98.4K | 0.66% | 28 |
|
|
2018
Q4 | $2.95M | Buy |
55,090
+11,604
| +27% | +$621K | 1.21% | 15 |
|
|
2018
Q3 | $2.9M | Sell |
43,486
-176
| -0.4% | -$11.7K | 0.98% | 19 |
|
|
2018
Q2 | $2.88M | Buy |
43,662
+210
| +0.5% | +$13.9K | 0.92% | 19 |
|
|
2018
Q1 | $2.74M | Buy |
43,452
+1,311
| +3% | +$82.6K | 0.81% | 20 |
|
|
2017
Q4 | $3M | Buy |
42,141
+4,092
| +11% | +$291K | 0.69% | 26 |
|
|
2017
Q3 | $2.64M | Buy |
38,049
+18,841
| +98% | +$1.31M | 0.86% | 27 |
|
|
2017
Q2 | $1.22M | Buy |
+19,208
| New | +$1.22M | 0.34% | 84 |
|