JPWM
Jamison Private 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 | $366K | Sell |
5,337
-268
| -5% | -$18.4K | 0.05% | 168 |
|
|
2025
Q1 | $419K | Buy |
5,605
+6
| +0.1% | +$448 | 0.06% | 154 |
|
|
2024
Q4 | $427K | Sell |
5,599
-581
| -9% | -$44.3K | 0.06% | 151 |
|
|
2024
Q3 | $551K | Sell |
6,180
-556
| -8% | -$49.5K | 0.08% | 136 |
|
|
2024
Q2 | $542K | Sell |
6,736
-661
| -9% | -$53.2K | 0.09% | 129 |
|
|
2024
Q1 | $567K | Sell |
7,397
-216
| -3% | -$16.6K | 0.1% | 127 |
|
|
2023
Q4 | $586K | Sell |
7,613
-132
| -2% | -$10.2K | 0.11% | 123 |
|
|
2023
Q3 | $578K | Buy |
+7,745
| New | +$578K | 0.12% | 114 |
|