WAS
Winch Advisory Services’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.9K | Buy |
801
+5
| +0.6% | +$343 | 0.01% | 157 |
|
|
2025
Q1 | $59.4K | Buy |
796
+4
| +0.5% | +$299 | 0.02% | 146 |
|
|
2024
Q4 | $60.4K | Buy |
792
+4
| +0.5% | +$305 | 0.02% | 144 |
|
|
2024
Q3 | $70.2K | Buy |
788
+4
| +0.5% | +$356 | 0.02% | 131 |
|
|
2024
Q2 | $63.1K | Buy |
784
+3
| +0.4% | +$242 | 0.02% | 131 |
|
|
2024
Q1 | $59.8K | Buy |
781
+4
| +0.5% | +$307 | 0.02% | 136 |
|
|
2023
Q4 | $59.7K | Buy |
777
+4
| +0.5% | +$308 | 0.02% | 132 |
|
|
2023
Q3 | $58K | Buy |
773
+4
| +0.5% | +$300 | 0.02% | 128 |
|
|
2023
Q2 | $55K | Buy |
769
+4
| +0.5% | +$286 | 0.02% | 128 |
|
|
2023
Q1 | $55K | Buy |
765
+4
| +0.5% | +$288 | 0.02% | 125 |
|
|
2022
Q4 | $52K | Buy |
761
+4
| +0.5% | +$273 | 0.02% | 123 |
|
|
2022
Q3 | $38K | Sell |
757
-8
| -1% | -$402 | 0.02% | 129 |
|
|
2022
Q2 | $43K | Buy |
765
+4
| +0.5% | +$225 | 0.02% | 126 |
|
|
2022
Q1 | $56K | Sell |
761
-12
| -2% | -$883 | 0.02% | 123 |
|
|
2021
Q4 | $62K | Hold |
773
| – | – | 0.02% | 121 |
|
|
2021
Q3 | $53K | Hold |
773
| – | – | 0.02% | 125 |
|
|
2021
Q2 | $60K | Hold |
773
| – | – | 0.02% | 119 |
|
|
2021
Q1 | $60K | Hold |
773
| – | – | 0.02% | 111 |
|
|
2020
Q4 | $55K | Buy |
773
+24
| +3% | +$1.71K | 0.02% | 95 |
|
|
2020
Q3 | $42K | Hold |
749
| – | – | 0.02% | 100 |
|
|
2020
Q2 | $40K | Hold |
749
| – | – | 0.02% | 102 |
|
|
2020
Q1 | $26K | Hold |
749
| – | – | 0.01% | 116 |
|
|
2019
Q4 | $48K | Buy |
749
+673
| +886% | +$43.1K | 0.02% | 116 |
|
|
2019
Q3 | $5K | Sell |
76
-1,842
| -96% | -$121K | ﹤0.01% | 236 |
|
|
2019
Q2 | $144K | Sell |
1,918
-4,096
| -68% | -$308K | 0.08% | 68 |
|
|
2019
Q1 | $321K | Sell |
6,014
-41
| -0.7% | -$2.19K | 0.18% | 61 |
|
|
2018
Q4 | $324K | Sell |
6,055
-833
| -12% | -$44.6K | 0.18% | 55 |
|
|
2018
Q3 | $443K | Buy |
6,888
+108
| +2% | +$6.95K | 0.22% | 57 |
|
|
2018
Q2 | $447K | Buy |
6,780
+2,468
| +57% | +$163K | 0.24% | 61 |
|
|
2018
Q1 | $275K | Buy |
4,312
+3,749
| +666% | +$239K | 0.16% | 67 |
|
|
2017
Q4 | $40K | Buy |
563
+116
| +26% | +$8.24K | 0.02% | 115 |
|
|
2017
Q3 | $31K | Buy |
447
+230
| +106% | +$16K | 0.02% | 115 |
|
|
2017
Q2 | $14K | Buy |
217
+112
| +107% | +$7.23K | 0.01% | 170 |
|
|
2017
Q1 | $7K | Hold |
105
| – | – | ﹤0.01% | 189 |
|
|
2016
Q4 | $6K | Hold |
105
| – | – | ﹤0.01% | 174 |
|
|
2016
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 190 |
|
|
2016
Q2 | $5K | Hold |
105
| – | – | 0.01% | 181 |
|
|
2016
Q1 | $5K | Buy |
105
+5
| +5% | +$238 | 0.01% | 150 |
|
|
2015
Q4 | $5K | Buy |
+100
| New | +$5K | 0.01% | 166 |
|
|
2014
Q4 | – | Sell |
-42,151
| Closed | -$2.21M | – | 70 |
|
|
2014
Q3 | $2.21M | Buy |
42,151
+8,387
| +25% | +$440K | 1.42% | 22 |
|
|
2014
Q2 | $1.74M | Buy |
33,764
+8,928
| +36% | +$459K | 1.02% | 32 |
|
|
2014
Q1 | $1.21M | Buy |
+24,836
| New | +$1.21M | 0.76% | 35 |
|