Waverly Advisors’s DuPont de Nemours DD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$729K Sell
2025
Q1
$1.03M Sell
2024
Q4
$1.12M Buy
2024
Q3
$1.11M Sell
2024
Q2
$1.03M Buy
2024
Q1
$526K Buy
2023
Q4
$327K Buy
2023
Q3
$252K Buy
2018
Q4
Sell
2018
Q3
$1.13M Hold
2018
Q2
$1.16M Hold
2018
Q1
$1.12M Sell
2017
Q4
$1.35M Buy
2017
Q3
$1.27M Buy
2017
Q2
$213K Sell
2017
Q1
$242K Buy
2014
Q3
Sell
2014
Q2
$637K Sell
2014
Q1
$635K Buy
2013
Q4
$32K Buy
2013
Q3
$27K Buy