Annis Gardner Whiting Capital Advisors’s Dow Inc DOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.95K Sell
187
-3,469
-95% -$91.9K ﹤0.01% 849
2025
Q1
$128K Buy
3,656
+3,395
+1,301% +$119K 0.05% 237
2024
Q4
$10.5K Sell
261
-2,560
-91% -$103K ﹤0.01% 527
2024
Q3
$154K Sell
2,821
-73
-3% -$3.99K 0.04% 235
2024
Q2
$154K Sell
2,894
-5
-0.2% -$265 0.04% 244
2024
Q1
$168K Buy
2,899
+80
+3% +$4.63K 0.06% 211
2023
Q4
$155K Sell
2,819
-11
-0.4% -$603 0.07% 178
2023
Q3
$146K Buy
+2,830
New +$146K 0.08% 164