Beacon Financial Advisory’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 | $638K | Buy |
24,086
+3,092
| +15% | +$81.9K | 0.16% | 162 |
|
|
2025
Q1 | $733K | Buy |
20,994
+3,724
| +22% | +$130K | 0.22% | 123 |
|
|
2024
Q4 | $693K | Buy |
17,270
+901
| +6% | +$36.2K | 0.23% | 124 |
|
|
2024
Q3 | $894K | Sell |
16,369
-212
| -1% | -$11.6K | 0.3% | 93 |
|
|
2024
Q2 | $880K | Buy |
16,581
+2,078
| +14% | +$110K | 0.33% | 88 |
|
|
2024
Q1 | $840K | Buy |
14,503
+1,219
| +9% | +$70.6K | 0.41% | 72 |
|
|
2023
Q4 | $728K | Sell |
13,284
-1,450
| -10% | -$79.5K | 0.35% | 87 |
|
|
2023
Q3 | $760K | Buy |
14,734
+580
| +4% | +$29.9K | 0.42% | 77 |
|
|
2023
Q2 | $754K | Buy |
14,154
+617
| +5% | +$32.9K | 0.43% | 71 |
|
|
2023
Q1 | $742K | Buy |
13,537
+625
| +5% | +$34.3K | 0.47% | 65 |
|
|
2022
Q4 | $651K | Buy |
12,912
+322
| +3% | +$16.2K | 0.47% | 67 |
|
|
2022
Q3 | $553K | Sell |
12,590
-394
| -3% | -$17.3K | 0.39% | 81 |
|
|
2022
Q2 | $670K | Buy |
12,984
+913
| +8% | +$47.1K | 0.38% | 83 |
|
|
2022
Q1 | $769K | Buy |
12,071
+2,468
| +26% | +$157K | 0.37% | 85 |
|
|
2021
Q4 | $545K | Sell |
9,603
-936
| -9% | -$53.1K | 0.25% | 122 |
|
|
2021
Q3 | $607K | Buy |
+10,539
| New | +$607K | 0.32% | 104 |
|