Perigon 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
Q2 | $755K | Sell |
11,009
-575
| -5% | -$39.4K | 0.02% | 561 |
|
|
2025
Q1 | $865K | Buy |
11,584
+194
| +2% | +$14.5K | 0.02% | 484 |
|
|
2024
Q4 | $873K | Buy |
11,390
+779
| +7% | +$59.7K | 0.02% | 479 |
|
|
2024
Q3 | $946K | Sell |
10,611
-143
| -1% | -$12.7K | 0.03% | 445 |
|
|
2024
Q2 | $866K | Buy |
10,754
+373
| +4% | +$30K | 0.03% | 404 |
|
|
2024
Q1 | $796K | Buy |
10,381
+476
| +5% | +$36.5K | 0.02% | 421 |
|
|
2023
Q4 | $762K | Buy |
9,905
+194
| +2% | +$14.9K | 0.02% | 403 |
|
|
2023
Q3 | $724K | Sell |
9,711
-1,256
| -11% | -$93.7K | 0.03% | 368 |
|
|
2023
Q2 | $783K | Buy |
10,967
+4,778
| +77% | +$341K | 0.03% | 361 |
|
|
2023
Q1 | $444K | Buy |
6,189
+304
| +5% | +$21.8K | 0.03% | 421 |
|
|
2022
Q4 | $404K | Buy |
+5,885
| New | +$404K | 0.03% | 439 |
|
|
2022
Q3 | – | Sell |
-4,154
| Closed | -$231K | – | 577 |
|
|
2022
Q2 | $231K | Buy |
4,154
+526
| +14% | +$29.3K | 0.02% | 500 |
|
|
2022
Q1 | $267K | Buy |
3,628
+959
| +36% | +$70.6K | 0.02% | 497 |
|
|
2021
Q4 | $216K | Buy |
+2,669
| New | +$216K | 0.02% | 537 |
|
|
2021
Q3 | – | Sell |
-3,014
| Closed | -$233K | – | 534 |
|
|
2021
Q2 | $233K | Sell |
3,014
-10
| -0.3% | -$773 | 0.02% | 462 |
|
|
2021
Q1 | $234K | Buy |
3,024
+126
| +4% | +$9.75K | 0.02% | 433 |
|
|
2020
Q4 | $206K | Buy |
+2,898
| New | +$206K | 0.02% | 389 |
|
|
2019
Q2 | – | Sell |
-3,510
| Closed | -$266K | – | 243 |
|
|
2019
Q1 | $266K | Buy |
3,510
+30
| +0.9% | +$2.27K | 0.06% | 179 |
|
|
2018
Q4 | $405K | Buy |
3,480
+68
| +2% | +$7.91K | 0.1% | 138 |
|
|
2018
Q3 | $443K | Buy |
3,412
+258
| +8% | +$33.5K | 0.11% | 130 |
|
|
2018
Q2 | $419K | Buy |
3,154
+50
| +2% | +$6.64K | 0.13% | 146 |
|
|
2018
Q1 | $399K | Buy |
3,104
+4
| +0.1% | +$514 | 0.15% | 103 |
|
|
2017
Q4 | $445K | Hold |
3,100
| – | – | 0.17% | 78 |
|
|
2017
Q3 | $433K | Buy |
3,100
+1,732
| +127% | +$242K | 0.14% | 121 |
|
|
2017
Q2 | $175K | Sell |
1,368
-378
| -22% | -$48.4K | 0.04% | 251 |
|
|
2017
Q1 | $225K | Buy |
1,746
+24
| +1% | +$3.09K | 0.05% | 245 |
|
|
2016
Q4 | $220K | Buy |
1,722
+1,232
| +251% | +$157K | 0.05% | 236 |
|
|
2016
Q3 | $51K | Buy |
490
+47
| +11% | +$4.89K | 0.01% | 308 |
|
|
2016
Q2 | $44K | Buy |
+443
| New | +$44K | 0.01% | 289 |
|