WJWM
Williams Jones Wealth Management’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
7,030
-2
| -0% | -$137 | 0.01% | 356 |
|
|
2025
Q1 | $525K | Hold |
7,032
| – | – | 0.01% | 329 |
|
|
2024
Q4 | $536K | Sell |
7,032
-500
| -7% | -$38.1K | 0.01% | 332 |
|
|
2024
Q3 | $671K | Sell |
7,532
-200
| -3% | -$17.8K | 0.01% | 306 |
|
|
2024
Q2 | $622K | Buy |
7,732
+167
| +2% | +$13.4K | 0.01% | 313 |
|
|
2024
Q1 | $580K | Sell |
7,565
-570
| -7% | -$43.7K | 0.01% | 328 |
|
|
2023
Q4 | $626K | Sell |
8,135
-66
| -0.8% | -$5.08K | 0.01% | 306 |
|
|
2023
Q3 | $612K | Buy |
8,201
+187
| +2% | +$13.9K | 0.01% | 313 |
|
|
2023
Q2 | $573K | Sell |
8,014
-620
| -7% | -$44.3K | 0.01% | 318 |
|
|
2023
Q1 | $620K | Sell |
8,634
-740
| -8% | -$53.1K | 0.01% | 332 |
|
|
2022
Q4 | $643K | Sell |
9,374
-366
| -4% | -$25.1K | 0.01% | 324 |
|
|
2022
Q3 | $491K | Sell |
9,740
-465
| -5% | -$23.4K | 0.01% | 357 |
|
|
2022
Q2 | $567K | Buy |
10,205
+5,973
| +141% | +$332K | 0.01% | 345 |
|
|
2022
Q1 | $311K | Buy |
4,232
+1,697
| +67% | +$125K | ﹤0.01% | 411 |
|
|
2021
Q4 | $205K | Buy |
+2,535
| New | +$205K | ﹤0.01% | 460 |
|
|
2021
Q3 | – | Sell |
-3,054
| Closed | -$236K | – | 500 |
|
|
2021
Q2 | $236K | Buy |
3,054
+59
| +2% | +$4.56K | ﹤0.01% | 442 |
|
|
2021
Q1 | $231K | Sell |
2,995
-1,284
| -30% | -$99K | ﹤0.01% | 435 |
|
|
2020
Q4 | $304K | Hold |
4,279
| – | – | 0.01% | 366 |
|
|
2020
Q3 | $237K | Buy |
+4,279
| New | +$237K | ﹤0.01% | 375 |
|
|
2020
Q1 | – | Sell |
-3,968
| Closed | -$255K | – | 398 |
|
|
2019
Q4 | $255K | Sell |
3,968
-3,274
| -45% | -$210K | ﹤0.01% | 383 |
|
|
2019
Q3 | $516K | Buy |
+7,242
| New | +$516K | 0.01% | 267 |
|