Mark Sheptoff Financial Planning’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 | $39.3K | Hold |
463
| – | – | 0.02% | 203 |
|
|
2025
Q1 | $39.3K | Hold |
463
| – | – | 0.02% | 183 |
|
|
2024
Q4 | $39.3K | Sell |
463
-36
| -7% | -$3.06K | 0.02% | 194 |
|
|
2024
Q3 | $44.5K | Hold |
499
| – | – | 0.02% | 177 |
|
|
2024
Q2 | $40.2K | Hold |
499
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $38.3K | Hold |
499
| – | – | 0.02% | 188 |
|
|
2023
Q4 | $38.4K | Hold |
499
| – | – | 0.02% | 182 |
|
|
2023
Q3 | $37.2K | Hold |
499
| – | – | 0.02% | 167 |
|
|
2023
Q2 | $35.7K | Hold |
499
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $35.8K | Hold |
499
| – | – | 0.02% | 172 |
|
|
2022
Q4 | $34.3K | Sell |
499
-21
| -4% | -$1.44K | 0.02% | 170 |
|
|
2022
Q3 | $26K | Hold |
520
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $29K | Hold |
520
| – | – | 0.02% | 186 |
|
|
2022
Q1 | $38K | Buy |
520
+36
| +7% | +$2.63K | 0.02% | 192 |
|
|
2021
Q4 | $39K | Buy |
484
+21
| +5% | +$1.69K | 0.02% | 196 |
|
|
2021
Q3 | $15K | Hold |
463
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $15K | Hold |
463
| – | – | 0.01% | 295 |
|
|
2021
Q1 | $15K | Hold |
463
| – | – | 0.01% | 257 |
|
|
2020
Q4 | $15K | Hold |
463
| – | – | 0.01% | 241 |
|
|
2020
Q3 | $15K | Hold |
463
| – | – | 0.01% | 207 |
|
|
2020
Q2 | $15K | Sell |
463
-2
| -0.4% | -$65 | 0.01% | 219 |
|
|
2020
Q1 | $15K | Sell |
465
-1,693
| -78% | -$54.6K | 0.01% | 196 |
|
|
2019
Q4 | $139K | Sell |
2,158
-96
| -4% | -$6.18K | 0.09% | 105 |
|
|
2019
Q3 | $161K | Sell |
2,254
-1,190
| -35% | -$85K | 0.11% | 99 |
|
|
2019
Q2 | $259K | Sell |
3,444
-1,673
| -33% | -$126K | 0.18% | 86 |
|
|
2019
Q1 | $550K | Buy |
5,117
+256
| +5% | +$27.5K | 0.4% | 52 |
|
|
2018
Q4 | $524K | Buy |
4,861
+8
| +0.2% | +$862 | 0.44% | 45 |
|
|
2018
Q3 | $630K | Buy |
4,853
+6
| +0.1% | +$779 | 0.43% | 48 |
|
|
2018
Q2 | $645K | Sell |
4,847
-241
| -5% | -$32.1K | 0.48% | 50 |
|
|
2018
Q1 | $654K | Sell |
5,088
-58
| -1% | -$7.46K | 0.45% | 54 |
|
|
2017
Q4 | $739K | Buy |
5,146
+254
| +5% | +$36.5K | 0.48% | 55 |
|
|
2017
Q3 | $683K | Buy |
4,892
+2,397
| +96% | +$335K | 0.46% | 56 |
|
|
2017
Q2 | $317K | Buy |
2,495
+8
| +0.3% | +$1.02K | 0.22% | 88 |
|
|
2017
Q1 | $319K | Buy |
2,487
+9
| +0.4% | +$1.15K | 0.23% | 81 |
|
|
2016
Q4 | $286K | Buy |
2,478
+9
| +0.4% | +$1.04K | 0.21% | 84 |
|
|
2016
Q3 | $258K | Buy |
2,469
+1,013
| +70% | +$106K | 0.19% | 84 |
|
|
2016
Q2 | $146K | Buy |
1,456
+9
| +0.6% | +$902 | 0.11% | 107 |
|
|
2016
Q1 | $148K | Buy |
1,447
+12
| +0.8% | +$1.23K | 0.12% | 103 |
|
|
2015
Q4 | $149K | Sell |
1,435
-91
| -6% | -$9.45K | 0.12% | 107 |
|
|
2015
Q3 | $131K | Sell |
1,526
-2,047
| -57% | -$176K | 0.11% | 116 |
|
|
2015
Q2 | $369K | Buy |
3,573
+8
| +0.2% | +$826 | 0.3% | 75 |
|
|
2015
Q1 | $345K | Buy |
3,565
+10
| +0.3% | +$968 | 0.29% | 75 |
|
|
2014
Q4 | $327K | Buy |
3,555
+8
| +0.2% | +$736 | 0.29% | 77 |
|
|
2014
Q3 | $375K | Buy |
3,547
+7
| +0.2% | +$740 | 0.33% | 74 |
|
|
2014
Q2 | $368K | Buy |
3,540
+7
| +0.2% | +$728 | 0.31% | 77 |
|
|
2014
Q1 | $346K | Buy |
+3,533
| New | +$346K | 0.31% | 76 |
|