LA
Legacy Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,993
| Closed | -$298K | – | 120 |
|
|
2025
Q1 | $298K | Sell |
3,993
-19
| -0.5% | -$1.42K | 0.03% | 327 |
|
|
2024
Q4 | $306K | Sell |
4,012
-191
| -5% | -$14.6K | 0.03% | 310 |
|
|
2024
Q3 | $374K | Buy |
4,203
+434
| +12% | +$38.7K | 0.04% | 268 |
|
|
2024
Q2 | $303K | Buy |
3,769
+455
| +14% | +$36.6K | 0.04% | 256 |
|
|
2024
Q1 | $254K | Buy |
3,314
+45
| +1% | +$3.45K | 0.03% | 272 |
|
|
2023
Q4 | $251K | Buy |
+3,269
| New | +$251K | 0.03% | 266 |
|
|
2020
Q3 | – | Sell |
-6,988
| Closed | -$371K | – | 111 |
|
|
2020
Q2 | $371K | Hold |
6,988
| – | – | 0.29% | 61 |
|
|
2020
Q1 | $238K | Sell |
6,988
-16
| -0.2% | -$545 | 0.24% | 83 |
|
|
2019
Q4 | $450K | Hold |
7,004
| – | – | 0.29% | 69 |
|
|
2019
Q3 | $499K | Sell |
7,004
-90
| -1% | -$6.41K | 0.37% | 57 |
|
|
2019
Q2 | $533K | Sell |
7,094
-36,850
| -84% | -$2.77M | 0.36% | 56 |
|
|
2019
Q1 | $2.34M | Buy |
43,944
+21,774
| +98% | +$1.16M | 0.76% | 34 |
|
|
2018
Q4 | $1.19M | Buy |
22,170
+476
| +2% | +$25.5K | 0.9% | 34 |
|
|
2018
Q3 | $1.4M | Buy |
21,694
+100
| +0.5% | +$6.43K | 0.69% | 44 |
|
|
2018
Q2 | $1.42M | Buy |
21,594
+20,589
| +2,049% | +$1.36M | 1.06% | 26 |
|
|
2018
Q1 | $67K | Buy |
1,005
+125
| +14% | +$8.33K | 0.05% | 140 |
|
|
2017
Q4 | $62K | Buy |
880
+293
| +50% | +$20.6K | 0.06% | 119 |
|
|
2017
Q3 | $40K | Buy |
+587
| New | +$40K | 0.04% | 115 |
|