Bell & Brown Wealth Advisors’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 | $446K | Sell |
16,831
-231
| -1% | -$6.12K | 0.16% | 59 |
|
|
2025
Q1 | $596K | Sell |
17,062
-10,957
| -39% | -$383K | 0.23% | 57 |
|
|
2024
Q4 | $1.12M | Sell |
28,019
-15,483
| -36% | -$621K | 0.42% | 52 |
|
|
2024
Q3 | $2.38M | Buy |
43,502
+675
| +2% | +$36.9K | 0.93% | 41 |
|
|
2024
Q2 | $2.27M | Buy |
42,827
+1,903
| +5% | +$101K | 0.87% | 41 |
|
|
2024
Q1 | $2.37M | Buy |
40,924
+776
| +2% | +$45K | 1.01% | 41 |
|
|
2023
Q4 | $2.2M | Buy |
+40,148
| New | +$2.2M | 1.02% | 42 |
|
|
2023
Q2 | $2.29M | Buy |
43,061
+800
| +2% | +$42.6K | 1.15% | 38 |
|
|
2023
Q1 | $2.32M | Buy |
42,261
+162
| +0.4% | +$8.88K | 1.23% | 39 |
|
|
2022
Q4 | $2.12M | Buy |
42,099
+2,056
| +5% | +$104K | 1.17% | 42 |
|
|
2022
Q3 | $1.76M | Buy |
40,043
+486
| +1% | +$21.3K | 1.09% | 41 |
|
|
2022
Q2 | $2.04M | Buy |
39,557
+515
| +1% | +$26.6K | 1.09% | 41 |
|
|
2022
Q1 | $2.49M | Buy |
39,042
+39
| +0.1% | +$2.49K | 1.13% | 35 |
|
|
2021
Q4 | $2.41M | Buy |
39,003
+4,921
| +14% | +$304K | 1.16% | 38 |
|
|
2021
Q3 | $1.96M | Buy |
+34,082
| New | +$1.96M | 1.06% | 39 |
|
|
2020
Q3 | $1.34M | Buy |
27,299
+5,117
| +23% | +$252K | 0.97% | 40 |
|
|
2020
Q2 | $938K | Buy |
22,182
+4,700
| +27% | +$199K | 0.73% | 48 |
|
|
2020
Q1 | $584K | Buy |
17,482
+1,428
| +9% | +$47.7K | 0.54% | 53 |
|
|
2019
Q4 | $839K | Buy |
16,054
+9,915
| +162% | +$518K | 0.63% | 57 |
|
|
2019
Q3 | $284K | Buy |
+6,139
| New | +$284K | 0.23% | 71 |
|