Principle Wealth Partners’s DuPont de Nemours DD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $487K | Buy |
7,106
+190
| +3% | +$13K | 0.03% | 232 |
|
2025
Q1 | $516K | Sell |
6,916
-146
| -2% | -$10.9K | 0.04% | 222 |
|
2024
Q4 | $538K | Buy |
7,062
+10
| +0.1% | +$763 | 0.04% | 215 |
|
2024
Q3 | $628K | Hold |
7,052
| – | – | 0.04% | 204 |
|
2024
Q2 | $568K | Hold |
7,052
| – | – | 0.04% | 203 |
|
2024
Q1 | $541K | Buy |
7,052
+250
| +4% | +$19.2K | 0.04% | 212 |
|
2023
Q4 | $523K | Sell |
6,802
-71
| -1% | -$5.46K | 0.05% | 208 |
|
2023
Q3 | $513K | Buy |
6,873
+550
| +9% | +$41K | 0.05% | 199 |
|
2023
Q2 | $452K | Hold |
6,323
| – | – | 0.05% | 206 |
|
2023
Q1 | $454K | Sell |
6,323
-192
| -3% | -$13.8K | 0.05% | 204 |
|
2022
Q4 | $447K | Sell |
6,515
-13
| -0.2% | -$892 | 0.05% | 205 |
|
2022
Q3 | $329 | Sell |
6,528
-114
| -2% | -$6 | 0.03% | 224 |
|
2022
Q2 | $369K | Buy |
6,642
+12
| +0.2% | +$667 | 0.04% | 221 |
|
2022
Q1 | $488K | Buy |
6,630
+300
| +5% | +$22.1K | 0.05% | 205 |
|
2021
Q4 | $511K | Buy |
6,330
+357
| +6% | +$28.8K | 0.05% | 205 |
|
2021
Q3 | $406K | Hold |
5,973
| – | – | 0.05% | 216 |
|
2021
Q2 | $462K | Hold |
5,973
| – | – | 0.05% | 208 |
|
2021
Q1 | $462K | Sell |
5,973
-6,706
| -53% | -$519K | 0.05% | 198 |
|
2020
Q4 | $902K | Buy |
12,679
+1,567
| +14% | +$111K | 0.12% | 126 |
|
2020
Q3 | $616K | Hold |
11,112
| – | – | 0.17% | 71 |
|
2020
Q2 | $590K | Sell |
11,112
-106
| -0.9% | -$5.63K | 0.17% | 75 |
|
2020
Q1 | $383K | Sell |
11,218
-994
| -8% | -$33.9K | 0.14% | 96 |
|
2019
Q4 | $784K | Sell |
12,212
-1,073
| -8% | -$68.9K | 0.25% | 67 |
|
2019
Q3 | $947K | Buy |
+13,285
| New | +$947K | 0.33% | 59 |
|
2019
Q2 | – | Sell |
-2,703
| Closed | -$291K | – | 140 |
|
2019
Q1 | $291K | Buy |
2,703
+442
| +20% | +$47.6K | 0.17% | 100 |
|
2018
Q4 | $244K | Buy |
+2,261
| New | +$244K | 0.2% | 97 |
|