AWM
Allen Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
20,657
-13,098
| -39% | -$347K | 0.38% | 38 |
|
|
2025
Q1 | $1.18M | Sell |
33,755
-898
| -3% | -$31.4K | 0.81% | 26 |
|
|
2024
Q4 | $1.39M | Sell |
34,653
-1,528
| -4% | -$61.3K | 1% | 23 |
|
|
2024
Q3 | $1.98M | Buy |
36,181
+327
| +0.9% | +$17.9K | 1.37% | 13 |
|
|
2024
Q2 | $1.9M | Sell |
35,854
-1,620
| -4% | -$85.9K | 1.69% | 12 |
|
|
2024
Q1 | $2.17M | Sell |
37,474
-31,026
| -45% | -$1.8M | 1.92% | 10 |
|
|
2023
Q4 | $3.76M | Buy |
+68,500
| New | +$3.76M | 3.68% | 5 |
|