AWA
Acorn Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
8,067
-9
| -0.1% | -$238 | 0.08% | 236 |
|
|
2025
Q1 | $282K | Buy |
8,076
+1,116
| +16% | +$39K | 0.12% | 178 |
|
|
2024
Q4 | $279K | Buy |
6,960
+508
| +8% | +$20.4K | 0.12% | 182 |
|
|
2024
Q3 | $352K | Sell |
6,452
-38
| -0.6% | -$2.08K | 0.15% | 139 |
|
|
2024
Q2 | $344K | Sell |
6,490
-41
| -0.6% | -$2.18K | 0.17% | 129 |
|
|
2024
Q1 | $378K | Buy |
6,531
+89
| +1% | +$5.16K | 0.2% | 108 |
|
|
2023
Q4 | $353K | Sell |
6,442
-370
| -5% | -$20.3K | 0.21% | 106 |
|
|
2023
Q3 | $351K | Sell |
6,812
-21
| -0.3% | -$1.08K | 0.23% | 99 |
|
|
2023
Q2 | $364K | Buy |
6,833
+819
| +14% | +$43.6K | 0.25% | 99 |
|
|
2023
Q1 | $330K | Sell |
6,014
-280
| -4% | -$15.3K | 0.24% | 99 |
|
|
2022
Q4 | $317K | Buy |
6,294
+90
| +1% | +$4.53K | 0.24% | 98 |
|
|
2022
Q3 | $273K | Sell |
6,204
-556
| -8% | -$24.5K | 0.22% | 110 |
|
|
2022
Q2 | $349K | Buy |
6,760
+957
| +16% | +$49.4K | 0.28% | 97 |
|
|
2022
Q1 | $370K | Buy |
5,803
+156
| +3% | +$9.95K | 0.25% | 102 |
|
|
2021
Q4 | $320K | Buy |
5,647
+222
| +4% | +$12.6K | 0.2% | 122 |
|
|
2021
Q3 | $312K | Buy |
5,425
+368
| +7% | +$21.2K | 0.22% | 114 |
|
|
2021
Q2 | $320K | Buy |
5,057
+595
| +13% | +$37.7K | 0.22% | 109 |
|
|
2021
Q1 | $285K | Buy |
+4,462
| New | +$285K | 0.2% | 117 |
|