AWM
Axxcess Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
78,228
-1,379
| -2% | -$36.5K | 0.05% | 287 |
|
|
2025
Q1 | $2.78M | Sell |
79,607
-8,967
| -10% | -$313K | 0.07% | 207 |
|
|
2024
Q4 | $3.55M | Buy |
88,574
+634
| +0.7% | +$25.4K | 0.09% | 172 |
|
|
2024
Q3 | $4.8M | Sell |
87,940
-13,546
| -13% | -$740K | 0.12% | 142 |
|
|
2024
Q2 | $5.38M | Sell |
101,486
-5,168
| -5% | -$274K | 0.14% | 126 |
|
|
2024
Q1 | $6.18M | Buy |
106,654
+6,792
| +7% | +$393K | 0.17% | 109 |
|
|
2023
Q4 | $5.48M | Buy |
99,862
+26,258
| +36% | +$1.44M | 0.16% | 124 |
|
|
2023
Q3 | $3.79M | Buy |
73,604
+68,008
| +1,215% | +$3.51M | 0.13% | 128 |
|
|
2023
Q2 | $298K | Sell |
5,596
-8,552
| -60% | -$455K | 0.02% | 450 |
|
|
2023
Q1 | $776K | Buy |
14,148
+232
| +2% | +$12.7K | 0.06% | 275 |
|
|
2022
Q4 | $701K | Buy |
13,916
+8,114
| +140% | +$409K | 0.06% | 292 |
|
|
2022
Q3 | $255K | Sell |
5,802
-4,964
| -46% | -$218K | 0.02% | 436 |
|
|
2022
Q2 | $556K | Buy |
10,766
+4,695
| +77% | +$242K | 0.05% | 285 |
|
|
2022
Q1 | $387K | Buy |
6,071
+101
| +2% | +$6.44K | 0.03% | 413 |
|
|
2021
Q4 | $339K | Buy |
+5,970
| New | +$339K | 0.02% | 442 |
|