Beaird Harris Wealth Management’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 | $27.6K | Buy |
1,044
+250
| +31% | +$6.62K | ﹤0.01% | 305 |
|
2025
Q1 | $27.7K | Sell |
794
-98
| -11% | -$3.42K | ﹤0.01% | 279 |
|
2024
Q4 | $35.8K | Buy |
892
+644
| +260% | +$25.8K | ﹤0.01% | 257 |
|
2024
Q3 | $13.5K | Sell |
248
-2,581
| -91% | -$141K | ﹤0.01% | 317 |
|
2024
Q2 | $150K | Buy |
2,829
+131
| +5% | +$6.95K | 0.01% | 139 |
|
2024
Q1 | $156K | Buy |
2,698
+98
| +4% | +$5.68K | 0.02% | 131 |
|
2023
Q4 | $143K | Buy |
2,600
+19
| +0.7% | +$1.04K | 0.02% | 128 |
|
2023
Q3 | $133K | Hold |
2,581
| – | – | 0.02% | 116 |
|
2023
Q2 | $137K | Hold |
2,581
| – | – | 0.02% | 121 |
|
2023
Q1 | $141K | Sell |
2,581
-164
| -6% | -$8.99K | 0.03% | 108 |
|
2022
Q4 | $138K | Buy |
2,745
+164
| +6% | +$8.26K | 0.03% | 111 |
|
2022
Q3 | $113K | Buy |
+2,581
| New | +$113K | 0.02% | 105 |
|
2022
Q2 | – | Sell |
-2,581
| Closed | -$164K | – | 456 |
|
2022
Q1 | $164K | Hold |
2,581
| – | – | 0.06% | 97 |
|
2021
Q4 | $146K | Buy |
+2,581
| New | +$146K | 0.05% | 130 |
|