Avidian Wealth Enterprises’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 | $311K | Buy |
+11,754
| New | +$311K | 0.01% | 433 |
|
|
2024
Q4 | – | Sell |
-6,514
| Closed | -$356K | – | 516 |
|
|
2024
Q3 | $356K | Buy |
6,514
+392
| +6% | +$21.4K | 0.02% | 362 |
|
|
2024
Q2 | $325K | Buy |
6,122
+899
| +17% | +$47.7K | 0.01% | 367 |
|
|
2024
Q1 | $303K | Buy |
+5,223
| New | +$303K | 0.01% | 356 |
|
|
2023
Q3 | – | Sell |
-12,420
| Closed | -$661K | – | 405 |
|
|
2023
Q2 | $661K | Sell |
12,420
-7,866
| -39% | -$419K | 0.04% | 231 |
|
|
2023
Q1 | $1.11M | Sell |
20,286
-2,348
| -10% | -$129K | 0.06% | 186 |
|
|
2022
Q4 | $1.14M | Buy |
22,634
+3,832
| +20% | +$193K | 0.07% | 158 |
|
|
2022
Q3 | $826K | Buy |
18,802
+8,643
| +85% | +$380K | 0.06% | 169 |
|
|
2022
Q2 | $524K | Buy |
10,159
+302
| +3% | +$15.6K | 0.04% | 260 |
|
|
2022
Q1 | $628K | Buy |
9,857
+191
| +2% | +$12.2K | 0.04% | 253 |
|
|
2021
Q4 | $548K | Buy |
9,666
+290
| +3% | +$16.4K | 0.03% | 272 |
|
|
2021
Q3 | $540K | Sell |
9,376
-413
| -4% | -$23.8K | 0.04% | 201 |
|
|
2021
Q2 | $619K | Buy |
9,789
+103
| +1% | +$6.51K | 0.05% | 185 |
|
|
2021
Q1 | $619K | Buy |
9,686
+952
| +11% | +$60.8K | 0.05% | 175 |
|
|
2020
Q4 | $485K | Buy |
8,734
+145
| +2% | +$8.05K | 0.05% | 190 |
|
|
2020
Q3 | $404K | Buy |
8,589
+59
| +0.7% | +$2.78K | 0.05% | 181 |
|
|
2020
Q2 | $348K | Sell |
8,530
-121
| -1% | -$4.94K | 0.05% | 171 |
|
|
2020
Q1 | $253K | Buy |
+8,651
| New | +$253K | 0.04% | 160 |
|