Atlas Capital 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
Q2 | – | Sell |
-661
| Closed | -$23.1K | – | 933 |
|
|
2025
Q1 | $23.1K | Hold |
661
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $26.5K | Hold |
661
| – | – | ﹤0.01% | 690 |
|
|
2024
Q3 | $36.1K | Hold |
661
| – | – | 0.01% | 619 |
|
|
2024
Q2 | $35.1K | Sell |
661
-195
| -23% | -$11.1K | ﹤0.01% | 629 |
|
|
2024
Q1 | $49.6K | Hold |
856
| – | – | 0.01% | 571 |
|
|
2023
Q4 | $46.9K | Sell |
856
-207
| -19% | -$10.6K | 0.01% | 600 |
|
|
2023
Q3 | $54.8K | Sell |
1,063
-42
| -4% | -$2.25K | 0.01% | 524 |
|
|
2023
Q2 | $58.9K | Hold |
1,105
| – | – | 0.01% | 545 |
|
|
2023
Q1 | $60.6K | Sell |
1,105
-86
| -7% | -$4.84K | 0.01% | 541 |
|
|
2022
Q4 | $60K | Sell |
1,191
-202
| -15% | -$9.87K | 0.01% | 516 |
|
|
2022
Q3 | $61.2K | Sell |
1,393
-1,742
| -56% | -$88.3K | 0.01% | 509 |
|
|
2022
Q2 | $162K | Buy |
3,135
+82
| +3% | +$5.25K | 0.03% | 390 |
|
|
2022
Q1 | $195K | Sell |
3,053
-68
| -2% | -$4.1K | 0.03% | 359 |
|
|
2021
Q4 | $177K | Sell |
3,121
-591
| -16% | -$33.7K | 0.03% | 373 |
|
|
2021
Q3 | $214K | Sell |
3,712
-333
| -8% | -$20.4K | 0.03% | 335 |
|
|
2021
Q2 | $256K | Buy |
4,045
+18
| +0.4% | +$1.19K | 0.04% | 322 |
|
|
2021
Q1 | $257K | Buy |
4,027
+270
| +7% | +$16.2K | 0.05% | 295 |
|
|
2020
Q4 | $209K | Buy |
+3,757
| New | +$194K | 0.04% | 301 |
|
|
2020
Q3 | – | Sell |
-3,273
| Closed | -$133K | – | 375 |
|
|
2020
Q2 | $133K | Hold |
3,273
| – | – | 0.03% | 360 |
|
|
2020
Q1 | $95.7K | Buy |
+3,273
| New | +$139K | 0.03% | 365 |
|
|
2019
Q3 | – | Sell |
-11,957
| Closed | -$590K | – | 653 |
|
|
2019
Q2 | $590K | Buy |
+11,957
| New | +$631K | 0.19% | 146 |
|
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