RWA
Roberts Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
38,653
+479
| +1% | +$32.9K | 0.76% | 44 |
|
|
2025
Q1 | $2.85M | Buy |
38,174
+48
| +0.1% | +$3.59K | 0.88% | 42 |
|
|
2024
Q4 | $2.91M | Buy |
38,126
+500
| +1% | +$38.1K | 0.88% | 38 |
|
|
2024
Q3 | $3.18M | Buy |
37,626
+492
| +1% | +$41.6K | 1.03% | 38 |
|
|
2024
Q2 | $2.92M | Buy |
37,134
+656
| +2% | +$51.5K | 1% | 35 |
|
|
2024
Q1 | $2.68M | Buy |
36,478
+1,180
| +3% | +$86.7K | 1% | 38 |
|
|
2023
Q4 | $8.02M | Sell |
35,298
-202
| -0.6% | -$45.9K | 1.25% | 31 |
|
|
2023
Q3 | $2.67M | Sell |
35,500
-197
| -0.6% | -$14.8K | 1.18% | 31 |
|
|
2023
Q2 | $2.55M | Sell |
35,697
-348
| -1% | -$24.9K | 1.12% | 31 |
|
|
2023
Q1 | $2.53M | Buy |
36,045
+704
| +2% | +$49.4K | 1.16% | 31 |
|
|
2022
Q4 | $2.43M | Buy |
+35,341
| New | +$2.43M | 1.17% | 31 |
|
|
2022
Q3 | – | Sell |
-34,588
| Closed | -$1.92M | – | 82 |
|
|
2022
Q2 | $1.92M | Buy |
34,588
+1,221
| +4% | +$67.7K | 0.84% | 38 |
|
|
2022
Q1 | $2.49M | Buy |
33,367
+428
| +1% | +$32K | 0.98% | 36 |
|
|
2021
Q4 | $2.66M | Buy |
32,939
+1,000
| +3% | +$80.7K | 0.96% | 37 |
|
|
2021
Q3 | $2.17M | Buy |
+31,939
| New | +$2.17M | 0.86% | 40 |
|