1WA
180 Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
26,288
+7,926
| +43% | +$210K | 0.1% | 197 |
|
|
2025
Q1 | $641K | Buy |
18,362
+6,373
| +53% | +$223K | 0.1% | 192 |
|
|
2024
Q4 | $481K | Buy |
11,989
+5,830
| +95% | +$234K | 0.08% | 232 |
|
|
2024
Q3 | $336K | Buy |
6,159
+1,615
| +36% | +$88.2K | 0.05% | 312 |
|
|
2024
Q2 | $238K | Buy |
4,544
+833
| +22% | +$43.7K | 0.04% | 364 |
|
|
2024
Q1 | $215K | Sell |
3,711
-29
| -0.8% | -$1.68K | 0.04% | 359 |
|
|
2023
Q4 | $207K | Buy |
+3,740
| New | +$207K | 0.04% | 349 |
|
|
2023
Q3 | – | Sell |
-3,723
| Closed | -$200K | – | 376 |
|
|
2023
Q2 | $200K | Sell |
3,723
-189
| -5% | -$10.2K | 0.04% | 335 |
|
|
2023
Q1 | $214K | Sell |
3,912
-77
| -2% | -$4.22K | 0.05% | 326 |
|
|
2022
Q4 | $232K | Buy |
+3,989
| New | +$232K | 0.05% | 311 |
|
|
2022
Q2 | – | Sell |
-3,874
| Closed | -$260K | – | 377 |
|
|
2022
Q1 | $260K | Sell |
3,874
-61
| -2% | -$4.09K | 0.06% | 306 |
|
|
2021
Q4 | $223K | Sell |
3,935
-409
| -9% | -$23.2K | 0.05% | 331 |
|
|
2021
Q3 | $256K | Buy |
4,344
+406
| +10% | +$23.9K | 0.06% | 304 |
|
|
2021
Q2 | $249K | Sell |
3,938
-2,453
| -38% | -$155K | 0.06% | 307 |
|
|
2021
Q1 | $440K | Buy |
6,391
+2,587
| +68% | +$178K | 0.11% | 183 |
|
|
2020
Q4 | $219K | Sell |
3,804
-770
| -17% | -$44.3K | 0.06% | 289 |
|
|
2020
Q3 | $226K | Sell |
4,574
-180
| -4% | -$8.89K | 0.08% | 231 |
|
|
2020
Q2 | $208K | Buy |
+4,754
| New | +$208K | 0.08% | 240 |
|
|
2020
Q1 | – | Sell |
-4,905
| Closed | -$256K | – | 236 |
|
|
2019
Q4 | $256K | Sell |
4,905
-541
| -10% | -$28.2K | 0.1% | 219 |
|
|
2019
Q3 | $257K | Buy |
5,446
+68
| +1% | +$3.21K | 0.11% | 207 |
|
|
2019
Q2 | $252K | Buy |
5,378
+38
| +0.7% | +$1.78K | 0.11% | 207 |
|
|
2019
Q1 | $283K | Buy |
+5,340
| New | +$283K | 0.13% | 201 |
|