Atria Wealth Solutions’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 | $1.3M | Sell |
47,881
-15,630
| -25% | -$424K | 0.03% | 548 |
|
2025
Q1 | $2.22M | Buy |
63,511
+1,821
| +3% | +$63.6K | 0.03% | 592 |
|
2024
Q4 | $2.48M | Sell |
61,690
-8,611
| -12% | -$346K | 0.03% | 562 |
|
2024
Q3 | $3.84M | Sell |
70,301
-11,428
| -14% | -$624K | 0.04% | 412 |
|
2024
Q2 | $4.34M | Sell |
81,729
-8,910
| -10% | -$473K | 0.05% | 371 |
|
2024
Q1 | $5.25M | Buy |
90,639
+2,182
| +2% | +$126K | 0.06% | 326 |
|
2023
Q4 | $4.85M | Sell |
88,457
-1,040
| -1% | -$57K | 0.06% | 315 |
|
2023
Q3 | $4.61M | Buy |
89,497
+654
| +0.7% | +$33.7K | 0.06% | 308 |
|
2023
Q2 | $4.73M | Sell |
88,843
-4,825
| -5% | -$257K | 0.06% | 299 |
|
2023
Q1 | $5.13M | Sell |
93,668
-1,924
| -2% | -$105K | 0.08% | 259 |
|
2022
Q4 | $4.82M | Buy |
95,592
+3,396
| +4% | +$171K | 0.08% | 260 |
|
2022
Q3 | $4.05M | Buy |
92,196
+21,206
| +30% | +$932K | 0.07% | 274 |
|
2022
Q2 | $3.66M | Sell |
70,990
-11,081
| -14% | -$572K | 0.07% | 281 |
|
2022
Q1 | $5.23M | Buy |
+82,071
| New | +$5.23M | 0.09% | 241 |
|