IWC
Integrated Wealth Concepts’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
17,996
+5,501
| +44% | +$377K | 0.01% | 817 |
|
|
2025
Q1 | $933K | Sell |
12,495
-17
| -0.1% | -$1.27K | 0.01% | 859 |
|
|
2024
Q4 | $954K | Buy |
12,512
+66
| +0.5% | +$5.03K | 0.01% | 836 |
|
|
2024
Q3 | $1.11M | Sell |
12,446
-642
| -5% | -$57.2K | 0.01% | 757 |
|
|
2024
Q2 | $1.05M | Sell |
13,088
-980
| -7% | -$78.9K | 0.01% | 736 |
|
|
2024
Q1 | $1.08M | Sell |
14,068
-113
| -0.8% | -$8.66K | 0.02% | 721 |
|
|
2023
Q4 | $1.09M | Sell |
14,181
-30,215
| -68% | -$2.32M | 0.02% | 697 |
|
|
2023
Q3 | $3.31M | Sell |
44,396
-39
| -0.1% | -$2.91K | 0.06% | 305 |
|
|
2023
Q2 | $3.17M | Buy |
44,435
+5,049
| +13% | +$361K | 0.05% | 323 |
|
|
2023
Q1 | $2.83M | Buy |
39,386
+31,108
| +376% | +$2.23M | 0.06% | 303 |
|
|
2022
Q4 | $568K | Buy |
8,278
+973
| +13% | +$66.8K | 0.02% | 623 |
|
|
2022
Q3 | $368K | Buy |
7,305
+767
| +12% | +$38.6K | 0.01% | 681 |
|
|
2022
Q2 | $363K | Sell |
6,538
-1,667
| -20% | -$92.6K | 0.01% | 693 |
|
|
2022
Q1 | $604K | Buy |
8,205
+1,086
| +15% | +$79.9K | 0.02% | 530 |
|
|
2021
Q4 | $575K | Buy |
7,119
+1,869
| +36% | +$151K | 0.02% | 582 |
|
|
2021
Q3 | $357K | Buy |
5,250
+1,582
| +43% | +$108K | 0.01% | 670 |
|
|
2021
Q2 | $284K | Sell |
3,668
-69
| -2% | -$5.34K | 0.01% | 671 |
|
|
2021
Q1 | $289K | Sell |
3,737
-1,582
| -30% | -$122K | 0.01% | 598 |
|
|
2020
Q4 | $378K | Sell |
5,319
-865
| -14% | -$61.5K | 0.02% | 468 |
|
|
2020
Q3 | $343K | Buy |
6,184
+1,159
| +23% | +$64.3K | 0.02% | 422 |
|
|
2020
Q2 | $267K | Buy |
+5,025
| New | +$267K | 0.02% | 430 |
|
|
2020
Q1 | – | Sell |
-3,176
| Closed | -$204K | – | 425 |
|
|
2019
Q4 | $204K | Buy |
+3,176
| New | +$204K | 0.02% | 457 |
|
|
2019
Q3 | – | Sell |
-2,708
| Closed | -$201K | – | 430 |
|
|
2019
Q2 | $201K | Sell |
2,708
-3,175
| -54% | -$236K | 0.03% | 366 |
|
|
2019
Q1 | $314K | Buy |
5,883
+480
| +9% | +$25.6K | 0.05% | 229 |
|
|
2018
Q4 | $289K | Sell |
5,403
-438
| -7% | -$23.4K | 0.08% | 194 |
|
|
2018
Q3 | $379K | Sell |
5,841
-693
| -11% | -$45K | 0.11% | 144 |
|
|
2018
Q2 | $430K | Buy |
6,534
+270
| +4% | +$17.8K | 0.15% | 128 |
|
|
2018
Q1 | $389K | Buy |
6,264
+1,897
| +43% | +$118K | 0.16% | 120 |
|
|
2017
Q4 | $328K | Buy |
+4,367
| New | +$328K | 0.14% | 127 |
|