Plante Moran Financial Advisors’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 | $72.8K | Sell |
1,061
-979
| -48% | -$67.2K | 0.01% | 283 |
|
2025
Q1 | $152K | Hold |
2,040
| – | – | 0.01% | 197 |
|
2024
Q4 | $156K | Sell |
2,040
-13
| -0.6% | -$991 | 0.01% | 202 |
|
2024
Q3 | $183K | Buy |
2,053
+13
| +0.6% | +$1.16K | 0.02% | 190 |
|
2024
Q2 | $164K | Hold |
2,040
| – | – | 0.02% | 187 |
|
2024
Q1 | $156K | Sell |
2,040
-145
| -7% | -$11.1K | 0.02% | 195 |
|
2023
Q4 | $168K | Buy |
2,185
+127
| +6% | +$9.77K | 0.02% | 188 |
|
2023
Q3 | $154K | Buy |
2,058
+18
| +0.9% | +$1.34K | 0.02% | 179 |
|
2023
Q2 | $146K | Hold |
2,040
| – | – | 0.02% | 194 |
|
2023
Q1 | $146K | Sell |
2,040
-33
| -2% | -$2.37K | 0.02% | 180 |
|
2022
Q4 | $142K | Buy |
2,073
+1,061
| +105% | +$72.8K | 0.02% | 190 |
|
2022
Q3 | $51K | Hold |
1,012
| – | – | 0.01% | 300 |
|
2022
Q2 | $56K | Buy |
1,012
+33
| +3% | +$1.83K | 0.01% | 299 |
|
2022
Q1 | $72K | Sell |
979
-164
| -14% | -$12.1K | 0.01% | 278 |
|
2021
Q4 | $92K | Buy |
1,143
+164
| +17% | +$13.2K | 0.02% | 266 |
|
2021
Q3 | $67K | Sell |
979
-147
| -13% | -$10.1K | 0.01% | 327 |
|
2021
Q2 | $87K | Buy |
1,126
+238
| +27% | +$18.4K | 0.02% | 272 |
|
2021
Q1 | $69K | Buy |
888
+163
| +22% | +$12.7K | 0.02% | 297 |
|
2020
Q4 | $52K | Hold |
725
| – | – | 0.02% | 353 |
|
2020
Q3 | $40K | Hold |
725
| – | – | 0.01% | 355 |
|
2020
Q2 | $39K | Buy |
725
+27
| +4% | +$1.45K | 0.02% | 320 |
|
2020
Q1 | $24K | Buy |
698
+545
| +356% | +$18.7K | 0.01% | 354 |
|
2019
Q4 | $10K | Sell |
153
-842
| -85% | -$55K | ﹤0.01% | 539 |
|
2019
Q3 | $71K | Sell |
995
-1,401
| -58% | -$100K | 0.02% | 287 |
|
2019
Q2 | $180K | Buy |
2,396
+1,384
| +137% | +$104K | 0.06% | 161 |
|
2019
Q1 | $109K | Sell |
1,012
-54
| -5% | -$5.82K | 0.03% | 209 |
|
2018
Q4 | $115K | Buy |
1,066
+54
| +5% | +$5.83K | 0.04% | 193 |
|
2018
Q3 | $131K | Buy |
1,012
+284
| +39% | +$36.8K | 0.04% | 184 |
|
2018
Q2 | $97K | Sell |
728
-540
| -43% | -$72K | 0.05% | 227 |
|
2018
Q1 | $163K | Sell |
1,268
-246
| -16% | -$31.6K | 0.09% | 171 |
|
2017
Q4 | $218K | Sell |
1,514
-86
| -5% | -$12.4K | 0.12% | 128 |
|
2017
Q3 | $223K | Buy |
1,600
+1,210
| +310% | +$169K | 0.13% | 123 |
|
2017
Q2 | $50K | Sell |
390
-85
| -18% | -$10.9K | 0.03% | 314 |
|
2017
Q1 | $61K | Sell |
475
-845
| -64% | -$109K | 0.04% | 282 |
|
2016
Q4 | $152K | Buy |
1,320
+581
| +79% | +$66.9K | 0.09% | 157 |
|
2016
Q3 | $77K | Buy |
739
+8
| +1% | +$834 | 0.05% | 243 |
|
2016
Q2 | $73K | Buy |
731
+539
| +281% | +$53.8K | 0.05% | 234 |
|
2016
Q1 | $20K | Sell |
192
-396
| -67% | -$41.3K | 0.02% | 381 |
|
2015
Q4 | $61K | Buy |
588
+359
| +157% | +$37.2K | 0.05% | 248 |
|
2015
Q3 | $20K | Buy |
229
+87
| +61% | +$7.6K | 0.02% | 380 |
|
2015
Q2 | $15K | Sell |
142
-1,926
| -93% | -$203K | 0.01% | 457 |
|
2015
Q1 | $200K | Sell |
2,068
-12,755
| -86% | -$1.23M | 0.14% | 109 |
|
2014
Q4 | $1.36M | Buy |
14,823
+14,572
| +5,806% | +$1.34M | 1% | 20 |
|
2014
Q3 | $27K | Sell |
251
-126
| -33% | -$13.6K | 0.02% | 357 |
|
2014
Q2 | $39K | Sell |
377
-15
| -4% | -$1.55K | 0.03% | 268 |
|
2014
Q1 | $38K | Sell |
392
-707
| -64% | -$68.5K | 0.04% | 191 |
|
2013
Q4 | $98K | Buy |
1,099
+5
| +0.5% | +$446 | 0.06% | 155 |
|
2013
Q3 | $85K | Buy |
1,094
+17
| +2% | +$1.32K | 0.05% | 133 |
|
2013
Q2 | $70K | Buy |
+1,077
| New | +$70K | 0.05% | 132 |
|