Sage Mountain Advisors’s DuPont de Nemours DD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,260
Closed -$243K 506
2025
Q1
$243K Sell
3,260
-1,785
-35% -$133K 0.02% 339
2024
Q4
$385K Sell
5,045
-488
-9% -$37.2K 0.03% 251
2024
Q3
$493K Buy
5,533
+2,157
+64% +$192K 0.04% 200
2024
Q2
$272K Buy
3,376
+460
+16% +$37K 0.03% 277
2024
Q1
$224K Buy
+2,916
New +$224K 0.02% 301