Belpointe Asset Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,905
| Closed | -$346K | – | 960 |
|
|
2025
Q1 | $346K | Buy |
9,905
+2,040
| +26% | +$78.3K | 0.02% | 676 |
|
|
2024
Q4 | $421K | Buy |
7,865
+337
| +4% | +$15.7K | 0.03% | 550 |
|
|
2024
Q3 | $411K | Sell |
7,528
-1,408
| -16% | -$74.3K | 0.02% | 554 |
|
|
2024
Q2 | $474K | Sell |
8,936
-476
| -5% | -$27.2K | 0.03% | 475 |
|
|
2024
Q1 | $545K | Sell |
9,412
-2,290
| -20% | -$127K | 0.04% | 419 |
|
|
2023
Q4 | $642K | Buy |
11,702
+1,653
| +16% | +$84.5K | 0.06% | 302 |
|
|
2023
Q3 | $518K | Buy |
10,049
+807
| +9% | +$43.3K | 0.05% | 330 |
|
|
2023
Q2 | $492K | Sell |
9,242
-7,192
| -44% | -$382K | 0.05% | 316 |
|
|
2023
Q1 | $901K | Sell |
16,434
-11,309
| -41% | -$636K | 0.05% | 361 |
|
|
2022
Q4 | $1.4M | Sell |
27,743
-5,945
| -18% | -$290K | 0.08% | 246 |
|
|
2022
Q3 | $1.48M | Buy |
33,688
+2,033
| +6% | +$103K | 0.1% | 219 |
|
|
2022
Q2 | $1.63M | Sell |
31,655
-17,909
| -36% | -$1.15M | 0.11% | 200 |
|
|
2022
Q1 | $3.16M | Buy |
49,564
+11,454
| +30% | +$691K | 0.19% | 105 |
|
|
2021
Q4 | $2.16M | Buy |
38,110
+23,652
| +164% | +$1.35M | 0.13% | 149 |
|
|
2021
Q3 | $832K | Sell |
14,458
-1,201
| -8% | -$73.5K | 0.06% | 358 |
|
|
2021
Q2 | $991K | Buy |
15,659
+773
| +5% | +$51K | 0.07% | 296 |
|
|
2021
Q1 | $952K | Buy |
14,886
+912
| +7% | +$54.6K | 0.08% | 261 |
|
|
2020
Q4 | $776K | Sell |
13,974
-7,435
| -35% | -$384K | 0.07% | 302 |
|
|
2020
Q3 | $1.01M | Buy |
21,409
+9,192
| +75% | +$413K | 0.11% | 204 |
|
|
2020
Q2 | $498K | Buy |
12,217
+938
| +8% | +$34.3K | 0.06% | 308 |
|
|
2020
Q1 | $330K | Sell |
11,279
-5,554
| -33% | -$236K | 0.06% | 319 |
|
|
2019
Q4 | $921K | Buy |
16,833
+4,464
| +36% | +$231K | 0.12% | 193 |
|
|
2019
Q3 | $589K | Buy |
12,369
+74
| +0.6% | +$3.46K | 0.1% | 238 |
|
|
2019
Q2 | $606K | Buy |
+12,295
| New | +$649K | 0.12% | 182 |
|
Other funds holding DOW
