JFS Wealth Advisors’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.5K | Buy |
1,115
+2
| +0.2% | +$137 | ﹤0.01% | 408 |
|
|
2025
Q1 | $83.2K | Sell |
1,113
-1
| -0.1% | -$75 | 0.01% | 391 |
|
|
2024
Q4 | $85K | Hold |
1,114
| – | – | 0.01% | 380 |
|
|
2024
Q3 | $99.3K | Buy |
1,114
+664
| +148% | +$59.2K | 0.01% | 366 |
|
|
2024
Q2 | $36.2K | Sell |
450
-4
| -0.9% | -$322 | ﹤0.01% | 473 |
|
|
2024
Q1 | $34.8K | Sell |
454
-24
| -5% | -$1.84K | ﹤0.01% | 504 |
|
|
2023
Q4 | $36.8K | Buy |
478
+29
| +6% | +$2.23K | ﹤0.01% | 463 |
|
|
2023
Q3 | $33.5K | Buy |
449
+52
| +13% | +$3.88K | ﹤0.01% | 429 |
|
|
2023
Q2 | $28.4K | Sell |
397
-15
| -4% | -$1.07K | ﹤0.01% | 461 |
|
|
2023
Q1 | $29.5K | Buy |
412
+7
| +2% | +$502 | ﹤0.01% | 451 |
|
|
2022
Q4 | $27.8K | Buy |
405
+1
| +0.2% | +$69 | ﹤0.01% | 464 |
|
|
2022
Q3 | $20K | Buy |
404
+338
| +512% | +$16.7K | ﹤0.01% | 568 |
|
|
2022
Q2 | $4K | Sell |
66
-71
| -52% | -$4.3K | ﹤0.01% | 1060 |
|
|
2022
Q1 | $10K | Buy |
137
+84
| +158% | +$6.13K | ﹤0.01% | 781 |
|
|
2021
Q4 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 845 |
|
|
2019
Q4 | – | Sell |
-8
| Closed | -$1K | – | 522 |
|
|
2019
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 467 |
|
|
2018
Q4 | – | Sell |
-28
| Closed | -$4K | – | 476 |
|
|
2018
Q3 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 468 |
|
|
2018
Q1 | – | Sell |
-152
| Closed | -$22K | – | 533 |
|
|
2017
Q4 | $22K | Buy |
152
+102
| +204% | +$14.8K | 0.01% | 318 |
|
|
2017
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 381 |
|
|
2017
Q2 | $6K | Sell |
50
-1
| -2% | -$120 | ﹤0.01% | 365 |
|
|
2017
Q1 | $6K | Hold |
51
| – | – | ﹤0.01% | 378 |
|
|
2016
Q4 | $6K | Sell |
51
-248
| -83% | -$29.2K | ﹤0.01% | 378 |
|
|
2016
Q3 | $31K | Buy |
299
+74
| +33% | +$7.67K | 0.01% | 281 |
|
|
2016
Q2 | $23K | Sell |
225
-12
| -5% | -$1.23K | 0.01% | 309 |
|
|
2016
Q1 | $24K | Sell |
237
-39
| -14% | -$3.95K | 0.01% | 306 |
|
|
2015
Q4 | $29K | Buy |
276
+103
| +60% | +$10.8K | 0.01% | 294 |
|
|
2015
Q3 | $15K | Buy |
+173
| New | +$15K | 0.01% | 297 |
|
|
2015
Q1 | – | Sell |
-64
| Closed | -$6K | – | 517 |
|
|
2014
Q4 | $6K | Buy |
+64
| New | +$6K | ﹤0.01% | 422 |
|