Arete Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-8,707
| Closed | -$231K | – | 775 |
|
|
2025
Q2 | $231K | Sell |
8,707
-13,485
| -61% | -$392K | 0.02% | 651 |
|
|
2025
Q1 | $775K | Buy |
22,192
+2,004
| +10% | +$77K | 0.06% | 289 |
|
|
2024
Q4 | $812K | Sell |
20,188
-1,686
| -8% | -$78.7K | 0.06% | 290 |
|
|
2024
Q3 | $1.19M | Sell |
21,874
-7,546
| -26% | -$398K | 0.1% | 198 |
|
|
2024
Q2 | $1.56M | Sell |
29,420
-691
| -2% | -$39.5K | 0.13% | 163 |
|
|
2024
Q1 | $1.74M | Sell |
30,111
-481
| -2% | -$26.6K | 0.16% | 149 |
|
|
2023
Q4 | $1.68M | Sell |
30,592
-70
| -0.2% | -$3.58K | 0.13% | 165 |
|
|
2023
Q3 | $1.58M | Buy |
30,662
+8,341
| +37% | +$448K | 0.27% | 82 |
|
|
2023
Q2 | $1.19M | Buy |
22,321
+2,906
| +15% | +$154K | 0.11% | 185 |
|
|
2023
Q1 | $1.06M | Buy |
19,415
+3,953
| +26% | +$222K | 0.09% | 202 |
|
|
2022
Q4 | $779M | Buy |
15,462
+1,524
| +11% | +$74.5K | 0.07% | 245 |
|
|
2022
Q3 | $612K | Buy |
13,938
+6,469
| +87% | +$328K | 0.06% | 262 |
|
|
2022
Q2 | $385K | Buy |
7,469
+956
| +15% | +$61.2K | 0.04% | 288 |
|
|
2022
Q1 | $415K | Buy |
6,513
+1,425
| +28% | +$86K | 0.03% | 319 |
|
|
2021
Q4 | $289K | Sell |
5,088
-3,600
| -41% | -$205K | 0.02% | 389 |
|
|
2021
Q3 | $500K | Buy |
8,688
+955
| +12% | +$58.5K | 0.06% | 260 |
|
|
2021
Q2 | $479K | Sell |
7,733
-599
| -7% | -$39.6K | 0.07% | 216 |
|
|
2021
Q1 | $533K | Buy |
+8,332
| New | +$499K | 0.07% | 231 |
|
|
2020
Q4 | – | Sell |
-4,892
| Closed | -$232K | – | 413 |
|
|
2020
Q3 | $232K | Buy |
+4,892
| New | +$220K | 0.04% | 329 |
|
|
2020
Q1 | – | Sell |
-5,028
| Closed | -$275K | – | 358 |
|
|
2019
Q4 | $275K | Sell |
5,028
-16
| -0.3% | -$827 | 0.05% | 313 |
|
|
2019
Q3 | $240K | Sell |
5,044
-4,987
| -50% | -$233K | 0.05% | 337 |
|
|
2019
Q2 | $495K | Buy |
+10,031
| New | +$530K | 0.1% | 220 |
|
Other funds holding DOW
