Bard Financial 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 | – | Sell |
-13,595
| Closed | -$475K | – | 207 |
|
|
2025
Q1 | $475K | Sell |
13,595
-420
| -3% | -$14.7K | 0.06% | 151 |
|
|
2024
Q4 | $562K | Hold |
14,015
| – | – | 0.07% | 137 |
|
|
2024
Q3 | $766K | Buy |
14,015
+6,465
| +86% | +$353K | 0.09% | 127 |
|
|
2024
Q2 | $401K | Hold |
7,550
| – | – | 0.04% | 164 |
|
|
2024
Q1 | $437K | Sell |
7,550
-330
| -4% | -$19.1K | 0.05% | 161 |
|
|
2023
Q4 | $432K | Sell |
7,880
-160
| -2% | -$8.77K | 0.05% | 163 |
|
|
2023
Q3 | $415K | Hold |
8,040
| – | – | 0.05% | 159 |
|
|
2023
Q2 | $428K | Hold |
8,040
| – | – | 0.03% | 226 |
|
|
2023
Q1 | $441K | Hold |
8,040
| – | – | 0.04% | 220 |
|
|
2022
Q4 | $405K | Sell |
8,040
-125
| -2% | -$6.3K | 0.03% | 218 |
|
|
2022
Q3 | $359K | Hold |
8,165
| – | – | 0.03% | 219 |
|
|
2022
Q2 | $421K | Hold |
8,165
| – | – | 0.04% | 206 |
|
|
2022
Q1 | $520K | Buy |
8,165
+2,625
| +47% | +$167K | 0.04% | 190 |
|
|
2021
Q4 | $314K | Hold |
5,540
| – | – | 0.03% | 228 |
|
|
2021
Q3 | $319K | Hold |
5,540
| – | – | 0.03% | 218 |
|
|
2021
Q2 | $351K | Sell |
5,540
-105
| -2% | -$6.65K | 0.03% | 211 |
|
|
2021
Q1 | $361K | Sell |
5,645
-265
| -4% | -$16.9K | 0.04% | 203 |
|
|
2020
Q4 | $328K | Buy |
+5,910
| New | +$328K | 0.03% | 200 |
|