Bank Julius Baer & Co’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 | $99.4K | Buy |
3,752
+442
| +13% | +$11.7K | ﹤0.01% | 498 |
|
2025
Q1 | $131K | Sell |
3,310
-74
| -2% | -$2.92K | ﹤0.01% | 457 |
|
2024
Q4 | $150K | Buy |
3,384
+234
| +7% | +$10.4K | ﹤0.01% | 442 |
|
2024
Q3 | $204K | Sell |
3,150
-868
| -22% | -$56.2K | ﹤0.01% | 391 |
|
2024
Q2 | $237K | Sell |
4,018
-443
| -10% | -$26.2K | ﹤0.01% | 338 |
|
2024
Q1 | $258K | Sell |
4,461
-4
| -0.1% | -$232 | ﹤0.01% | 378 |
|
2023
Q4 | $245K | Sell |
4,465
-53
| -1% | -$2.91K | ﹤0.01% | 387 |
|
2023
Q3 | $233K | Buy |
4,518
+116
| +3% | +$5.98K | ﹤0.01% | 373 |
|
2023
Q2 | $234K | Buy |
4,402
+660
| +18% | +$35.1K | ﹤0.01% | 395 |
|
2023
Q1 | $205K | Buy |
3,742
+1,670
| +81% | +$91.5K | ﹤0.01% | 435 |
|
2022
Q4 | $104K | Buy |
2,072
+24
| +1% | +$1.21K | ﹤0.01% | 469 |
|
2022
Q3 | $90K | Sell |
2,048
-2,061
| -50% | -$90.6K | ﹤0.01% | 467 |
|
2022
Q2 | $212K | Buy |
4,109
+2,033
| +98% | +$105K | ﹤0.01% | 402 |
|
2022
Q1 | $132K | Sell |
2,076
-3
| -0.1% | -$191 | ﹤0.01% | 466 |
|
2021
Q4 | $118K | Sell |
2,079
-3,394
| -62% | -$193K | ﹤0.01% | 590 |
|
2021
Q3 | $315K | Sell |
5,473
-1,591
| -23% | -$91.6K | ﹤0.01% | 497 |
|
2021
Q2 | $447K | Sell |
7,064
-12
| -0.2% | -$759 | ﹤0.01% | 467 |
|
2021
Q1 | $452K | Buy |
7,076
+5,004
| +242% | +$320K | ﹤0.01% | 463 |
|
2020
Q4 | $115K | Sell |
2,072
-2
| -0.1% | -$111 | ﹤0.01% | 615 |
|
2020
Q3 | $98K | Buy |
2,074
+268
| +15% | +$12.7K | ﹤0.01% | 565 |
|
2020
Q2 | $74K | Buy |
1,806
+42
| +2% | +$1.72K | ﹤0.01% | 535 |
|
2020
Q1 | $52K | Buy |
+1,764
| New | +$52K | ﹤0.01% | 545 |
|