MGIA
Moneta Group Investment Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
10,587
+762
| +8% | +$52.3K | 0.01% | 357 |
|
|
2025
Q1 | $734K | Sell |
9,825
-4,791
| -33% | -$358K | 0.01% | 333 |
|
|
2024
Q4 | $1.11M | Buy |
14,616
+1,910
| +15% | +$146K | 0.02% | 271 |
|
|
2024
Q3 | $1.13M | Buy |
12,706
+6,014
| +90% | +$536K | 0.02% | 264 |
|
|
2024
Q2 | $539K | Sell |
6,692
-904
| -12% | -$72.8K | 0.01% | 376 |
|
|
2024
Q1 | $582K | Buy |
7,596
+1,257
| +20% | +$96.4K | 0.01% | 347 |
|
|
2023
Q4 | $488K | Buy |
6,339
+578
| +10% | +$44.5K | 0.01% | 346 |
|
|
2023
Q3 | $430K | Sell |
5,761
-100
| -2% | -$7.46K | 0.01% | 349 |
|
|
2023
Q2 | $419K | Sell |
5,861
-4,938
| -46% | -$353K | 0.01% | 361 |
|
|
2023
Q1 | $775K | Buy |
10,799
+789
| +8% | +$56.6K | 0.02% | 250 |
|
|
2022
Q4 | $740K | Sell |
10,010
-427
| -4% | -$31.6K | 0.02% | 242 |
|
|
2022
Q3 | $526K | Sell |
10,437
-880
| -8% | -$44.4K | 0.02% | 267 |
|
|
2022
Q2 | $629K | Buy |
11,317
+499
| +5% | +$27.7K | 0.02% | 270 |
|
|
2022
Q1 | $796K | Buy |
10,818
+4,950
| +84% | +$364K | 0.03% | 234 |
|
|
2021
Q4 | $474K | Buy |
5,868
+220
| +4% | +$17.8K | 0.02% | 300 |
|
|
2021
Q3 | $384K | Buy |
5,648
+197
| +4% | +$13.4K | 0.02% | 323 |
|
|
2021
Q2 | $422K | Buy |
5,451
+495
| +10% | +$38.3K | 0.02% | 306 |
|
|
2021
Q1 | $383K | Buy |
+4,956
| New | +$383K | 0.02% | 292 |
|
|
2019
Q3 | – | Sell |
-1,345
| Closed | -$101K | – | 282 |
|
|
2019
Q2 | $101K | Sell |
1,345
-9,453
| -88% | -$710K | 0.01% | 224 |
|
|
2019
Q1 | $387K | Buy |
10,798
+2,028
| +23% | +$72.7K | 0.04% | 159 |
|
|
2018
Q4 | $469K | Sell |
8,770
-6,975
| -44% | -$373K | 0.06% | 143 |
|
|
2018
Q3 | $1.01M | Sell |
15,745
-17,890
| -53% | -$1.15M | 0.1% | 105 |
|
|
2018
Q2 | $2.22M | Buy |
33,635
+8,273
| +33% | +$545K | 0.25% | 62 |
|
|
2018
Q1 | $1.62M | Sell |
25,362
-3,335
| -12% | -$212K | 0.22% | 59 |
|
|
2017
Q4 | $2.04M | Sell |
28,697
-1,694
| -6% | -$121K | 0.31% | 45 |
|
|
2017
Q3 | $2.1M | Sell |
30,391
-16,704
| -35% | -$1.16M | 0.33% | 43 |
|
|
2017
Q2 | $2.97M | Buy |
47,095
+33,240
| +240% | +$2.1M | 0.48% | 33 |
|
|
2017
Q1 | $880K | Buy |
13,855
+313
| +2% | +$19.9K | 0.17% | 55 |
|
|
2016
Q4 | $775K | Buy |
13,542
+760
| +6% | +$43.5K | 0.16% | 65 |
|
|
2016
Q3 | $662K | Sell |
12,782
-26,413
| -67% | -$1.37M | 0.15% | 61 |
|
|
2016
Q2 | $1.95M | Buy |
39,195
+5,116
| +15% | +$254K | 0.43% | 39 |
|
|
2016
Q1 | $1.73M | Buy |
34,079
+23,694
| +228% | +$1.2M | 0.39% | 43 |
|
|
2015
Q4 | $535K | Sell |
10,385
-7,010
| -40% | -$361K | 0.13% | 70 |
|
|
2015
Q3 | $738K | Buy |
17,395
+1,125
| +7% | +$47.7K | 0.21% | 52 |
|
|
2015
Q2 | $833K | Sell |
16,270
-13,587
| -46% | -$696K | 0.25% | 48 |
|
|
2015
Q1 | $1.43M | Buy |
29,857
+15,912
| +114% | +$764K | 0.61% | 22 |
|
|
2014
Q4 | $636K | Sell |
13,945
-1,647
| -11% | -$75.1K | 0.31% | 56 |
|
|
2014
Q3 | $818K | Buy |
15,592
+1,062
| +7% | +$55.7K | 0.43% | 37 |
|
|
2014
Q2 | $748K | Buy |
14,530
+7,065
| +95% | +$364K | 0.4% | 40 |
|
|
2014
Q1 | $363K | Buy |
+7,465
| New | +$363K | 0.21% | 79 |
|