STA
Summit Trail Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
34,824
+10,901
| +46% | +$748K | 0.04% | 228 |
|
|
2025
Q1 | $1.79M | Buy |
23,923
+6,509
| +37% | +$486K | 0.06% | 106 |
|
|
2024
Q4 | $1.33M | Buy |
17,414
+709
| +4% | +$54.1K | 0.05% | 112 |
|
|
2024
Q3 | $1.49M | Buy |
16,705
+336
| +2% | +$29.9K | 0.04% | 202 |
|
|
2024
Q2 | $1.32M | Buy |
16,369
+8,066
| +97% | +$649K | 0.03% | 194 |
|
|
2024
Q1 | $637K | Buy |
8,303
+5,109
| +160% | +$392K | 0.02% | 292 |
|
|
2023
Q4 | $246K | Sell |
3,194
-148
| -4% | -$11.4K | 0.01% | 447 |
|
|
2023
Q3 | $249K | Buy |
3,342
+135
| +4% | +$10.1K | 0.01% | 431 |
|
|
2023
Q2 | $229K | Buy |
+3,207
| New | +$229K | 0.01% | 442 |
|
|
2019
Q1 | – | Sell |
-6,574
| Closed | -$352K | – | 104 |
|
|
2018
Q4 | $352K | Sell |
6,574
-6,170
| -48% | -$330K | 0.12% | 71 |
|
|
2018
Q3 | $820K | Buy |
12,744
+4,343
| +52% | +$279K | 0.18% | 68 |
|
|
2018
Q2 | $554K | Sell |
8,401
-4,914
| -37% | -$324K | 0.19% | 62 |
|
|
2018
Q1 | $673K | Buy |
13,315
+2,169
| +19% | +$110K | 0.11% | 173 |
|
|
2017
Q4 | $838K | Buy |
+11,146
| New | +$838K | 0.11% | 171 |
|