JWM
Jeppson 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 | $329K | Buy |
4,798
+639
| +15% | +$43.8K | 0.11% | 158 |
|
|
2025
Q1 | $311K | Buy |
4,159
+374
| +10% | +$27.9K | 0.11% | 154 |
|
|
2024
Q4 | $289K | Hold |
3,785
| – | – | 0.1% | 156 |
|
|
2024
Q3 | $337K | Hold |
3,785
| – | – | 0.12% | 151 |
|
|
2024
Q2 | $305K | Hold |
3,785
| – | – | 0.12% | 154 |
|
|
2024
Q1 | $290K | Buy |
3,785
+25
| +0.7% | +$1.92K | 0.11% | 159 |
|
|
2023
Q4 | $289K | Hold |
3,760
| – | – | 0.12% | 156 |
|
|
2023
Q3 | $280K | Sell |
3,760
-146
| -4% | -$10.9K | 0.13% | 147 |
|
|
2023
Q2 | $279K | Sell |
3,906
-96
| -2% | -$6.86K | 0.12% | 153 |
|
|
2023
Q1 | $287K | Hold |
4,002
| – | – | 0.13% | 148 |
|
|
2022
Q4 | $275K | Sell |
4,002
-593
| -13% | -$40.7K | 0.12% | 154 |
|
|
2022
Q3 | $232K | Buy |
4,595
+730
| +19% | +$36.9K | 0.11% | 168 |
|
|
2022
Q2 | $215K | Buy |
+3,865
| New | +$215K | 0.09% | 173 |
|
|
2020
Q4 | – | Sell |
-616
| Closed | -$34K | – | 201 |
|
|
2020
Q3 | $34K | Buy |
+616
| New | +$34K | 0.03% | 260 |
|