MWM
Modera 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 | $1.76M | Sell |
25,662
-367
| -1% | -$25.2K | 0.02% | 268 |
|
|
2025
Q1 | $1.94M | Sell |
26,029
-65
| -0.2% | -$4.85K | 0.03% | 249 |
|
|
2024
Q4 | $1.99M | Buy |
26,094
+87
| +0.3% | +$6.63K | 0.02% | 248 |
|
|
2024
Q3 | $2.32M | Sell |
26,007
-443
| -2% | -$39.5K | 0.03% | 222 |
|
|
2024
Q2 | $2.13M | Sell |
26,450
-105
| -0.4% | -$8.45K | 0.03% | 214 |
|
|
2024
Q1 | $2.04M | Buy |
26,555
+115
| +0.4% | +$8.82K | 0.03% | 224 |
|
|
2023
Q4 | $2.03M | Buy |
26,440
+32
| +0.1% | +$2.46K | 0.03% | 220 |
|
|
2023
Q3 | $1.97M | Sell |
26,408
-2,178
| -8% | -$162K | 0.04% | 216 |
|
|
2023
Q2 | $2.04M | Buy |
28,586
+7,007
| +32% | +$501K | 0.04% | 223 |
|
|
2023
Q1 | $1.55M | Buy |
21,579
+207
| +1% | +$14.9K | 0.06% | 110 |
|
|
2022
Q4 | $1.47M | Sell |
21,372
-1,618
| -7% | -$111K | 0.06% | 117 |
|
|
2022
Q3 | $1.16M | Sell |
22,990
-1,187
| -5% | -$59.8K | 0.06% | 124 |
|
|
2022
Q2 | $1.34M | Sell |
24,177
-127
| -0.5% | -$7.06K | 0.06% | 118 |
|
|
2022
Q1 | $1.79M | Sell |
24,304
-4,058
| -14% | -$299K | 0.08% | 105 |
|
|
2021
Q4 | $2.29M | Buy |
+28,362
| New | +$2.29M | 0.09% | 110 |
|
|
2019
Q2 | – | Sell |
-4,781
| Closed | -$255K | – | 148 |
|
|
2019
Q1 | $255K | Sell |
4,781
-435
| -8% | -$23.2K | 0.05% | 119 |
|
|
2018
Q4 | $279K | Buy |
5,216
+367
| +8% | +$19.6K | 0.06% | 101 |
|
|
2018
Q3 | $312K | Buy |
4,849
+1
| +0% | +$64 | 0.06% | 100 |
|
|
2018
Q2 | $320K | Buy |
4,848
+69
| +1% | +$4.55K | 0.07% | 93 |
|
|
2018
Q1 | $304K | Buy |
4,779
+155
| +3% | +$9.86K | 0.06% | 93 |
|
|
2017
Q4 | $329K | Buy |
4,624
+160
| +4% | +$11.4K | 0.07% | 93 |
|
|
2017
Q3 | $309K | Buy |
+4,464
| New | +$309K | 0.07% | 98 |
|