Meridian Wealth Management’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
Q1
Sell
-2,700
Closed -$206K 625
2024
Q4
$206K Sell
2,700
-51
-2% -$3.89K 0.01% 601
2024
Q3
$245K Sell
2,751
-3
-0.1% -$267 0.01% 568
2024
Q2
$222K Buy
+2,754
New +$222K 0.03% 264
2022
Q1
Sell
-2,571
Closed -$208K 409
2021
Q4
$208K Buy
+2,571
New +$208K 0.02% 380
2021
Q3
Sell
-4,347
Closed -$337K 396
2021
Q2
$337K Sell
4,347
-1,268
-23% -$98.3K 0.04% 286
2021
Q1
$434K Sell
5,615
-1,110
-17% -$85.8K 0.06% 231
2020
Q4
$478K Buy
+6,725
New +$478K 0.08% 192
2019
Q3
Sell
-2,280
Closed -$1.71K 263
2019
Q2
$1.71K Sell
2,280
-882
-28% -$662 0.07% 221
2019
Q1
$340K Buy
+3,162
New +$340K 0.15% 126
2018
Q1
Sell
-1,730
Closed -$246K 182
2017
Q4
$246K Buy
1,730
+198
+13% +$28.2K 0.15% 144
2017
Q3
$216K Buy
+1,532
New +$216K 0.14% 155