MSWM
Mowery & Schoenfeld 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 | $288K | Hold |
4,192
| – | – | 0.44% | 35 |
|
|
2025
Q1 | $313K | Sell |
4,192
-10
| -0.2% | -$747 | 0.61% | 35 |
|
|
2024
Q4 | $320K | Buy |
4,202
+80
| +2% | +$6.1K | 0.62% | 33 |
|
|
2024
Q3 | $367K | Hold |
4,122
| – | – | 0.58% | 27 |
|
|
2024
Q2 | $332K | Hold |
4,122
| – | – | 0.48% | 28 |
|
|
2024
Q1 | $316K | Hold |
4,122
| – | – | 0.61% | 23 |
|
|
2023
Q4 | $317K | Buy |
+4,122
| New | +$317K | 0.64% | 21 |
|