Beacon Pointe Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
41,688
-13,469
| -24% | -$357K | 0.01% | 641 |
|
|
2025
Q1 | $1.93M | Sell |
55,157
-10,058
| -15% | -$351K | 0.02% | 467 |
|
|
2024
Q4 | $2.62M | Sell |
65,215
-3,098
| -5% | -$124K | 0.03% | 402 |
|
|
2024
Q3 | $3.73M | Sell |
68,313
-11,921
| -15% | -$651K | 0.04% | 345 |
|
|
2024
Q2 | $4.26M | Sell |
80,234
-56,406
| -41% | -$2.99M | 0.05% | 314 |
|
|
2024
Q1 | $7.92M | Buy |
136,640
+8,078
| +6% | +$468K | 0.09% | 207 |
|
|
2023
Q4 | $7.05M | Sell |
128,562
-27,010
| -17% | -$1.48M | 0.08% | 216 |
|
|
2023
Q3 | $8.02M | Buy |
155,572
+92,332
| +146% | +$4.76M | 0.1% | 186 |
|
|
2023
Q2 | $3.37M | Buy |
63,240
+13,874
| +28% | +$739K | 0.06% | 282 |
|
|
2023
Q1 | $2.71M | Buy |
49,366
+2,695
| +6% | +$148K | 0.05% | 331 |
|
|
2022
Q4 | $2.35M | Buy |
46,671
+5,108
| +12% | +$257K | 0.05% | 329 |
|
|
2022
Q3 | $1.83M | Sell |
41,563
-4,992
| -11% | -$220K | 0.04% | 334 |
|
|
2022
Q2 | $2.4M | Sell |
46,555
-8,567
| -16% | -$442K | 0.05% | 298 |
|
|
2022
Q1 | $3.51M | Buy |
55,122
+18,620
| +51% | +$1.19M | 0.05% | 320 |
|
|
2021
Q4 | $2.07M | Sell |
36,502
-5,522
| -13% | -$313K | 0.05% | 255 |
|
|
2021
Q3 | $2.42M | Buy |
42,024
+17,991
| +75% | +$1.04M | 0.06% | 260 |
|
|
2021
Q2 | $1.52M | Buy |
+24,033
| New | +$1.52M | 0.05% | 267 |
|