AWM
Accurate Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,240
| Closed | -$291K | – | 446 |
|
|
2025
Q1 | $291K | Buy |
10,240
+1,255
| +14% | +$35.7K | 0.06% | 292 |
|
|
2024
Q4 | $346K | Sell |
8,985
-1,804
| -17% | -$69.5K | 0.07% | 266 |
|
|
2024
Q3 | $567K | Buy |
10,789
+267
| +3% | +$14K | 0.11% | 173 |
|
|
2024
Q2 | $560K | Buy |
10,522
+571
| +6% | +$30.4K | 0.13% | 153 |
|
|
2024
Q1 | $564K | Sell |
9,951
-16,071
| -62% | -$911K | 0.16% | 135 |
|
|
2023
Q4 | $1.4M | Sell |
26,022
-267
| -1% | -$14.3K | 0.43% | 65 |
|
|
2023
Q3 | $1.33M | Buy |
26,289
+5,776
| +28% | +$293K | 0.42% | 66 |
|
|
2023
Q2 | $1.09M | Buy |
20,513
+6,565
| +47% | +$348K | 0.34% | 69 |
|
|
2023
Q1 | $778K | Buy |
13,948
+6,916
| +98% | +$386K | 0.27% | 88 |
|
|
2022
Q4 | $397K | Buy |
7,032
+927
| +15% | +$52.3K | 0.15% | 123 |
|
|
2022
Q3 | $276K | Buy |
6,105
+2,041
| +50% | +$92.3K | 0.12% | 143 |
|
|
2022
Q2 | $212K | Buy |
4,064
+216
| +6% | +$11.3K | 0.12% | 144 |
|
|
2022
Q1 | $245K | Buy |
+3,848
| New | +$245K | 0.11% | 141 |
|