JWM
Jupiter 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 | – | Sell |
-3,000
| Closed | -$207K | – | 93 |
|
|
2025
Q1 | $207K | Hold |
3,000
| – | – | 0.13% | 63 |
|
|
2024
Q4 | $229K | Hold |
3,000
| – | – | 0.11% | 82 |
|
|
2024
Q3 | $267K | Hold |
3,000
| – | – | 0.14% | 76 |
|
|
2024
Q2 | $251K | Hold |
3,000
| – | – | 0.13% | 79 |
|
|
2024
Q1 | $235K | Hold |
3,000
| – | – | 0.12% | 82 |
|
|
2023
Q4 | $231K | Hold |
3,000
| – | – | 0.14% | 77 |
|
|
2023
Q3 | $206K | Hold |
3,000
| – | – | 0.13% | 76 |
|
|
2023
Q2 | $214K | Hold |
3,000
| – | – | 0.18% | 62 |
|
|
2023
Q1 | $215K | Hold |
3,000
| – | – | 0.2% | 55 |
|
|
2022
Q4 | $205K | Hold |
3,000
| – | – | 0.2% | 49 |
|
|
2022
Q3 | $151K | Hold |
3,000
| – | – | 0.15% | 58 |
|
|
2022
Q2 | $166K | Sell |
3,000
-35,020
| -92% | -$1.94M | 0.15% | 58 |
|
|
2022
Q1 | $2.8M | Buy |
38,020
+18,520
| +95% | +$1.36M | 1.75% | 20 |
|
|
2021
Q4 | $1.58M | Buy |
19,500
+1,000
| +5% | +$80.8K | 0.82% | 32 |
|
|
2021
Q3 | $1.48M | Buy |
+18,500
| New | +$1.48M | 0.7% | 38 |
|
|
2019
Q2 | – | Sell |
-180,845
| Closed | -$7.05M | – | 83 |
|
|
2019
Q1 | $7.05M | Buy |
+180,845
| New | +$7.05M | 3.4% | 9 |
|