Wealthspire Advisors (New York)’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 | $335K | Buy |
4,882
+1,129
| +30% | +$77.4K | ﹤0.01% | 638 |
|
|
2025
Q1 | $280K | Sell |
3,753
-754
| -17% | -$56.3K | ﹤0.01% | 656 |
|
|
2024
Q4 | $344K | Buy |
4,507
+205
| +5% | +$15.6K | ﹤0.01% | 617 |
|
|
2024
Q3 | $383K | Buy |
4,302
+123
| +3% | +$11K | ﹤0.01% | 557 |
|
|
2024
Q2 | $336K | Sell |
4,179
-297
| -7% | -$23.9K | ﹤0.01% | 514 |
|
|
2024
Q1 | $343K | Sell |
4,476
-629
| -12% | -$48.2K | ﹤0.01% | 496 |
|
|
2023
Q4 | $393K | Buy |
5,105
+704
| +16% | +$54.2K | 0.01% | 460 |
|
|
2023
Q3 | $328K | Buy |
4,401
+1,219
| +38% | +$90.9K | 0.01% | 467 |
|
|
2023
Q2 | $227K | Buy |
3,182
+193
| +6% | +$13.8K | ﹤0.01% | 505 |
|
|
2023
Q1 | $214K | Sell |
2,989
-64
| -2% | -$4.59K | ﹤0.01% | 492 |
|
|
2022
Q4 | $210K | Buy |
+3,053
| New | +$210K | ﹤0.01% | 531 |
|
|
2022
Q3 | – | Sell |
-5,170
| Closed | -$287K | – | 521 |
|
|
2022
Q2 | $287K | Buy |
+5,170
| New | +$287K | 0.01% | 407 |
|
|
2022
Q1 | – | Sell |
-3,745
| Closed | -$303K | – | 465 |
|
|
2021
Q4 | $303K | Sell |
3,745
-9
| -0.2% | -$728 | 0.01% | 416 |
|
|
2021
Q3 | $255K | Buy |
+3,754
| New | +$255K | 0.01% | 489 |
|
|
2021
Q2 | – | Sell |
-9,209
| Closed | -$712K | – | 444 |
|
|
2021
Q1 | $712K | Buy |
9,209
+1,524
| +20% | +$118K | 0.02% | 324 |
|
|
2020
Q4 | $547K | Buy |
7,685
+3,735
| +95% | +$266K | 0.02% | 288 |
|
|
2020
Q3 | $219K | Buy |
3,950
+87
| +2% | +$4.82K | 0.01% | 280 |
|
|
2020
Q2 | $205K | Sell |
3,863
-3,739
| -49% | -$198K | 0.01% | 258 |
|
|
2020
Q1 | $259K | Buy |
+7,602
| New | +$259K | 0.01% | 419 |
|
|
2019
Q1 | – | Sell |
-915
| Closed | -$99K | – | 227 |
|
|
2018
Q4 | $99K | Buy |
+915
| New | +$99K | 0.01% | 113 |
|