AA
Addison Advisors’s Dow Inc DOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.3K | Buy |
992
+145
| +17% | +$3.84K | 0.01% | 500 |
|
2025
Q1 | $29.6K | Hold |
847
| – | – | 0.01% | 444 |
|
2024
Q4 | $34K | Buy |
847
+605
| +250% | +$24.3K | 0.01% | 424 |
|
2024
Q3 | $13.2K | Sell |
242
-134
| -36% | -$7.32K | ﹤0.01% | 560 |
|
2024
Q2 | $20K | Buy |
376
+134
| +55% | +$7.12K | 0.01% | 488 |
|
2024
Q1 | $14K | Hold |
242
| – | – | ﹤0.01% | 493 |
|
2023
Q4 | $13.3K | Buy |
242
+35
| +17% | +$1.92K | 0.01% | 491 |
|
2023
Q3 | $10.7K | Hold |
207
| – | – | 0.01% | 479 |
|
2023
Q2 | $11K | Sell |
207
-8
| -4% | -$426 | 0.01% | 469 |
|
2023
Q1 | $11.8K | Sell |
215
-15
| -7% | -$822 | 0.01% | 446 |
|
2022
Q4 | $11.6K | Sell |
230
-45
| -16% | -$2.27K | 0.01% | 435 |
|
2022
Q3 | $12K | Sell |
275
-20
| -7% | -$873 | 0.01% | 422 |
|
2022
Q2 | $15K | Buy |
295
+1
| +0.3% | +$51 | 0.01% | 387 |
|
2022
Q1 | $19K | Hold |
294
| – | – | 0.01% | 401 |
|
2021
Q4 | $17K | Buy |
294
+14
| +5% | +$810 | 0.01% | 354 |
|
2021
Q3 | $16K | Hold |
280
| – | – | 0.01% | 275 |
|
2021
Q2 | $18K | Buy |
+280
| New | +$18K | 0.01% | 265 |
|
2020
Q4 | $16K | Buy |
+280
| New | +$16K | 0.02% | 256 |
|