Valeo 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 | $509K | Buy |
7,415
+985
| +15% | +$67.6K | 0.01% | 446 |
|
|
2025
Q1 | $480K | Buy |
6,430
+24
| +0.4% | +$1.79K | 0.01% | 419 |
|
|
2024
Q4 | $488K | Sell |
6,406
-101
| -2% | -$7.7K | 0.01% | 409 |
|
|
2024
Q3 | $580K | Sell |
6,507
-553
| -8% | -$49.3K | 0.02% | 376 |
|
|
2024
Q2 | $568K | Sell |
7,060
-250
| -3% | -$20.1K | 0.02% | 356 |
|
|
2024
Q1 | $541K | Buy |
7,310
+261
| +4% | +$19.3K | 0.02% | 356 |
|
|
2023
Q4 | $542K | Sell |
7,049
-514
| -7% | -$39.5K | 0.02% | 336 |
|
|
2023
Q3 | $564K | Buy |
7,563
+78
| +1% | +$5.82K | 0.03% | 303 |
|
|
2023
Q2 | $535K | Sell |
7,485
-181
| -2% | -$12.9K | 0.02% | 303 |
|
|
2023
Q1 | $550K | Buy |
7,666
+245
| +3% | +$17.6K | 0.03% | 313 |
|
|
2022
Q4 | $509K | Buy |
7,421
+1,584
| +27% | +$109K | 0.03% | 284 |
|
|
2022
Q3 | $294K | Sell |
5,837
-130
| -2% | -$6.55K | 0.02% | 344 |
|
|
2022
Q2 | $332K | Sell |
5,967
-431
| -7% | -$24K | 0.02% | 317 |
|
|
2022
Q1 | $471K | Buy |
6,398
+1,919
| +43% | +$141K | 0.02% | 322 |
|
|
2021
Q4 | $362K | Sell |
4,479
-1,386
| -24% | -$112K | 0.02% | 363 |
|
|
2021
Q3 | $399K | Buy |
5,865
+1,715
| +41% | +$117K | 0.02% | 333 |
|
|
2021
Q2 | $321K | Sell |
4,150
-67
| -2% | -$5.18K | 0.02% | 329 |
|
|
2021
Q1 | $326K | Buy |
4,217
+140
| +3% | +$10.8K | 0.02% | 335 |
|
|
2020
Q4 | $290K | Buy |
4,077
+237
| +6% | +$16.9K | 0.01% | 332 |
|
|
2020
Q3 | $213K | Buy |
3,840
+259
| +7% | +$14.4K | 0.02% | 306 |
|
|
2020
Q2 | $190K | Sell |
3,581
-543
| -13% | -$28.8K | 0.02% | 325 |
|
|
2020
Q1 | $167K | Buy |
4,124
+452
| +12% | +$18.3K | 0.02% | 320 |
|
|
2019
Q4 | $236K | Sell |
3,672
-374
| -9% | -$24K | 0.02% | 289 |
|
|
2019
Q3 | $284K | Sell |
4,046
-5,133
| -56% | -$360K | 0.03% | 233 |
|
|
2019
Q2 | $685K | Sell |
9,179
-7,283
| -44% | -$544K | 0.08% | 153 |
|
|
2019
Q1 | $1.77M | Buy |
16,462
+9,689
| +143% | +$1.04M | 0.22% | 80 |
|
|
2018
Q4 | $731K | Sell |
6,773
-438
| -6% | -$47.3K | 0.1% | 140 |
|
|
2018
Q3 | $782K | Sell |
7,211
-72
| -1% | -$7.81K | 0.11% | 139 |
|
|
2018
Q2 | $982K | Buy |
7,283
+418
| +6% | +$56.4K | 0.14% | 115 |
|
|
2018
Q1 | $882K | Buy |
6,865
+134
| +2% | +$17.2K | 0.14% | 107 |
|
|
2017
Q4 | $967K | Buy |
6,731
+1,100
| +20% | +$158K | 0.16% | 103 |
|
|
2017
Q3 | $787K | Buy |
+5,631
| New | +$787K | 0.18% | 100 |
|