Obermeyer Wealth Partners’s DuPont de Nemours DD Stock Holding History

Obermeyer Wealth Partners’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.73M	Buy	25,159 +10,663	+74%	+$731K	0.09%	85
2025 Q1	$1.08M	Sell	14,496 -1,489	-9%	-$111K	0.06%	92
2024 Q4	$1.22M	Buy	15,985 +3,664	+30%	+$279K	0.06%	88
2024 Q3	$1.1M	Sell	12,321 -31	-0.3%	-$2.76K	0.06%	102
2024 Q2	$994K	Sell	12,352 -244	-2%	-$19.6K	0.06%	99
2024 Q1	$966K	Sell	12,596 -779	-6%	-$59.7K	0.06%	97
2023 Q4	$1.03M	Buy	13,375 +400	+3%	+$30.8K	0.07%	74
2023 Q3	$968K	Buy	12,975 +892	+7%	+$66.5K	0.07%	70
2023 Q2	$863K	Hold	12,083	–	–	0.06%	79
2023 Q1	$867K	Hold	12,083	–	–	0.06%	76
2022 Q4	$829K	Hold	12,083	–	–	0.06%	78
2022 Q3	$609K	Sell	12,083 -2,744	-19%	-$138K	0.05%	92
2022 Q2	$824K	Hold	14,827	–	–	0.06%	76
2022 Q1	$1.09M	Sell	14,827 -2,465	-14%	-$181K	0.07%	71
2021 Q4	$1.4M	Hold	17,292	–	–	0.07%	62
2021 Q3	$1.18M	Hold	17,292	–	–	0.07%	67
2021 Q2	$1.34M	Sell	17,292 -810	-4%	-$62.7K	0.07%	65
2021 Q1	$1.4M	Sell	18,102 -1,441	-7%	-$111K	0.09%	61
2020 Q4	$1.39M	Hold	19,543	–	–	0.09%	55
2020 Q3	$1.08M	Sell	19,543 -300	-2%	-$16.6K	0.08%	56
2020 Q2	$1.05M	Buy	19,843 +3,509	+21%	+$186K	0.09%	52
2020 Q1	$557K	Buy	16,334 +4,046	+33%	+$138K	0.06%	59
2019 Q4	$789K	Buy	+12,288	New	+$789K	0.07%	60
2019 Q3	–	Sell	-2,710	Closed	-$203K	–	123
2019 Q2	$203K	Sell	2,710 -1,324	-33%	-$99.2K	0.02%	114
2019 Q1	$434K	Hold	4,034	–	–	0.04%	82
2018 Q4	$435K	Sell	4,034 -609	-13%	-$65.7K	0.04%	79
2018 Q3	$602K	Sell	4,643 -167	-3%	-$21.7K	0.05%	67
2018 Q2	$640K	Hold	4,810	–	–	0.06%	67
2018 Q1	$618K	Sell	4,810 -87	-2%	-$11.2K	0.06%	67
2017 Q4	$704K	Buy	4,897 +694	+17%	+$99.8K	0.06%	70
2017 Q3	$587K	Buy	+4,203	New	+$587K	0.05%	75
2013 Q3	–	Sell	-279	Closed	-$18K	–	114
2013 Q2	$18K	Buy	+279	New	+$18K	0.01%	206