1IA
1834 Investment Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
82,683
-3,947
| -5% | -$105K | 0.28% | 79 |
|
|
2025
Q1 | $3.03M | Sell |
86,630
-8,184
| -9% | -$286K | 0.39% | 65 |
|
|
2024
Q4 | $3.8M | Sell |
94,814
-11,265
| -11% | -$452K | 0.48% | 58 |
|
|
2024
Q3 | $5.8M | Sell |
106,079
-10,634
| -9% | -$581K | 0.67% | 44 |
|
|
2024
Q2 | $6.19M | Sell |
116,713
-1,877
| -2% | -$99.6K | 0.75% | 39 |
|
|
2024
Q1 | $6.87M | Sell |
118,590
-20,999
| -15% | -$1.22M | 0.82% | 40 |
|
|
2023
Q4 | $7.66M | Sell |
139,589
-8,584
| -6% | -$471K | 0.91% | 31 |
|
|
2023
Q3 | $7.64M | Sell |
148,173
-1,271
| -0.9% | -$65.5K | 0.95% | 28 |
|
|
2023
Q2 | $7.96M | Sell |
149,444
-8,337
| -5% | -$444K | 0.95% | 31 |
|
|
2023
Q1 | $8.65M | Sell |
157,781
-9,344
| -6% | -$512K | 1.04% | 27 |
|
|
2022
Q4 | $8.42M | Sell |
167,125
-9,802
| -6% | -$494K | 1.2% | 23 |
|
|
2022
Q3 | $7.77M | Sell |
176,927
-1,287
| -0.7% | -$56.5K | 1.16% | 27 |
|
|
2022
Q2 | $9.2M | Sell |
178,214
-892
| -0.5% | -$46K | 1.3% | 22 |
|
|
2022
Q1 | $11.4M | Sell |
179,106
-4,233
| -2% | -$270K | 1.4% | 19 |
|
|
2021
Q4 | $10.4M | Buy |
183,339
+3,302
| +2% | +$187K | 1.18% | 25 |
|
|
2021
Q3 | $10.4M | Buy |
180,037
+4,822
| +3% | +$278K | 1.26% | 24 |
|
|
2021
Q2 | $11.1M | Buy |
175,215
+916
| +0.5% | +$58K | 1.34% | 20 |
|
|
2021
Q1 | $11.1M | Sell |
174,299
-15,434
| -8% | -$987K | 1.44% | 17 |
|
|
2020
Q4 | $10.5M | Sell |
189,733
-343
| -0.2% | -$19K | 1.4% | 20 |
|
|
2020
Q3 | $8.94M | Buy |
190,076
+2,866
| +2% | +$135K | 1.3% | 23 |
|
|
2020
Q2 | $7.63M | Buy |
187,210
+87,719
| +88% | +$3.58M | 1.21% | 28 |
|
|
2020
Q1 | $2.91M | Buy |
99,491
+7,258
| +8% | +$212K | 0.55% | 53 |
|
|
2019
Q4 | $5.05M | Sell |
92,233
-28,469
| -24% | -$1.56M | 0.77% | 43 |
|
|
2019
Q3 | $5.75M | Buy |
120,702
+5,959
| +5% | +$284K | 0.83% | 43 |
|
|
2019
Q2 | $5.66M | Buy |
+114,743
| New | +$5.66M | 0.85% | 42 |
|