Venturi Wealth Management’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
Q1 | – | Sell |
-1,608
| Closed | -$123K | – | 873 |
|
|
2024
Q4 | $123K | Buy |
1,608
+547
| +52% | +$41.7K | 0.01% | 692 |
|
|
2024
Q3 | $94.5K | Sell |
1,061
-473
| -31% | -$42.2K | ﹤0.01% | 578 |
|
|
2024
Q2 | $123K | Buy |
1,534
+624
| +69% | +$50.2K | 0.01% | 472 |
|
|
2024
Q1 | $69.8K | Sell |
910
-234
| -20% | -$17.9K | ﹤0.01% | 459 |
|
|
2023
Q4 | $88K | Sell |
1,144
-58
| -5% | -$4.46K | 0.01% | 426 |
|
|
2023
Q3 | $89.6K | Buy |
1,202
+134
| +13% | +$9.99K | 0.01% | 414 |
|
|
2023
Q2 | $76.3K | Buy |
1,068
+49
| +5% | +$3.5K | 0.01% | 392 |
|
|
2023
Q1 | $73.1K | Buy |
+1,019
| New | +$73.1K | 0.01% | 436 |
|
|
2022
Q1 | – | Sell |
-6,412
| Closed | -$518K | – | 334 |
|
|
2021
Q4 | $518K | Buy |
+6,412
| New | +$518K | 0.04% | 244 |
|
|
2020
Q1 | – | Sell |
-6,307
| Closed | -$405K | – | 222 |
|
|
2019
Q4 | $405K | Buy |
+6,307
| New | +$405K | 0.05% | 171 |
|
|
2018
Q4 | – | Sell |
-2,173
| Closed | -$284K | – | 253 |
|
|
2018
Q3 | $284K | Sell |
2,173
-297
| -12% | -$38.8K | 0.05% | 150 |
|
|
2018
Q2 | $344K | Buy |
2,470
+495
| +25% | +$68.9K | 0.06% | 145 |
|
|
2018
Q1 | $254K | Hold |
1,975
| – | – | 0.05% | 161 |
|
|
2017
Q4 | $284K | Hold |
1,975
| – | – | 0.05% | 172 |
|
|
2017
Q3 | $281K | Buy |
+1,975
| New | +$281K | 0.06% | 165 |
|