Klingman & Associates’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 | $277K | Buy |
4,039
+102
| +3% | +$7K | 0.02% | 259 |
|
2025
Q1 | $294K | Sell |
3,937
-18
| -0.5% | -$1.34K | 0.02% | 223 |
|
2024
Q4 | $302K | Sell |
3,955
-84
| -2% | -$6.41K | 0.02% | 207 |
|
2024
Q3 | $360K | Buy |
4,039
+1,551
| +62% | +$138K | 0.02% | 197 |
|
2024
Q2 | $200K | Buy |
+2,488
| New | +$200K | 0.01% | 242 |
|
2016
Q4 | – | Sell |
-156
| Closed | -$16K | – | 153 |
|
2016
Q3 | $16K | Buy |
156
+147
| +1,633% | +$15.1K | ﹤0.01% | 270 |
|
2016
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 367 |
|
2016
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 373 |
|
2015
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 385 |
|
2015
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 425 |
|
2015
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 394 |
|
2015
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 360 |
|
2014
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 377 |
|