Avantax Advisory Services’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 | $3.53M | Buy |
133,393
+4,848
| +4% | +$128K | 0.02% | 564 |
|
|
2025
Q1 | $4.49M | Buy |
128,545
+12,044
| +10% | +$421K | 0.03% | 447 |
|
|
2024
Q4 | $4.68M | Buy |
116,501
+4,063
| +4% | +$163K | 0.03% | 416 |
|
|
2024
Q3 | $6.14M | Buy |
112,438
+22,932
| +26% | +$1.25M | 0.04% | 336 |
|
|
2024
Q2 | $4.75M | Buy |
89,506
+33,499
| +60% | +$1.78M | 0.03% | 388 |
|
|
2024
Q1 | $3.24M | Buy |
56,007
+5,913
| +12% | +$343K | 0.03% | 407 |
|
|
2023
Q4 | $2.75M | Buy |
50,094
+528
| +1% | +$29K | 0.03% | 417 |
|
|
2023
Q3 | $2.56M | Buy |
49,566
+3,926
| +9% | +$202K | 0.03% | 392 |
|
|
2023
Q2 | $2.43M | Sell |
45,640
-6,658
| -13% | -$355K | 0.03% | 403 |
|
|
2023
Q1 | $2.87M | Buy |
52,298
+1,256
| +2% | +$68.9K | 0.04% | 355 |
|
|
2022
Q4 | $2.57M | Buy |
51,042
+9,461
| +23% | +$477K | 0.03% | 359 |
|
|
2022
Q3 | $1.83M | Buy |
41,581
+6,803
| +20% | +$299K | 0.03% | 394 |
|
|
2022
Q2 | $1.8M | Buy |
34,778
+7,250
| +26% | +$374K | 0.03% | 397 |
|
|
2022
Q1 | $1.75M | Buy |
27,528
+15,046
| +121% | +$956K | 0.02% | 408 |
|
|
2021
Q4 | $708K | Buy |
12,482
+569
| +5% | +$32.3K | 0.01% | 633 |
|
|
2021
Q3 | $692K | Buy |
11,913
+1,999
| +20% | +$116K | 0.01% | 592 |
|
|
2021
Q2 | $626K | Buy |
9,914
+40
| +0.4% | +$2.53K | 0.01% | 617 |
|
|
2021
Q1 | $630K | Buy |
9,874
+909
| +10% | +$58K | 0.01% | 553 |
|
|
2020
Q4 | $498K | Sell |
8,965
-17,315
| -66% | -$962K | 0.01% | 558 |
|
|
2020
Q3 | $1.25M | Buy |
26,280
+21,225
| +420% | +$1.01M | 0.02% | 480 |
|
|
2020
Q2 | $204K | Buy |
+5,055
| New | +$204K | 0.01% | 781 |
|
|
2020
Q1 | – | Sell |
-4,494
| Closed | -$245K | – | 822 |
|
|
2019
Q4 | $245K | Sell |
4,494
-1,899
| -30% | -$104K | 0.01% | 710 |
|
|
2019
Q3 | $308K | Sell |
6,393
-1,848
| -22% | -$89K | 0.01% | 426 |
|
|
2019
Q2 | $406K | Buy |
+8,241
| New | +$406K | 0.02% | 329 |
|