Beverly Hills Private Wealth’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 | – | Sell |
-7,160
| Closed | -$250K | – | 339 |
|
|
2025
Q1 | $250K | Buy |
7,160
+864
| +14% | +$30.2K | 0.05% | 298 |
|
|
2024
Q4 | $253K | Buy |
6,296
+91
| +1% | +$3.65K | 0.05% | 292 |
|
|
2024
Q3 | $339K | Sell |
6,205
-716
| -10% | -$39.1K | 0.07% | 250 |
|
|
2024
Q2 | $367K | Sell |
6,921
-837
| -11% | -$44.4K | 0.08% | 237 |
|
|
2024
Q1 | $449K | Buy |
7,758
+759
| +11% | +$44K | 0.1% | 211 |
|
|
2023
Q4 | $384K | Sell |
6,999
-929
| -12% | -$50.9K | 0.1% | 211 |
|
|
2023
Q3 | $409K | Sell |
7,928
-6,824
| -46% | -$352K | 0.12% | 180 |
|
|
2023
Q2 | $804K | Buy |
14,752
+6,560
| +80% | +$358K | 0.13% | 167 |
|
|
2023
Q1 | $449K | Buy |
8,192
+1,667
| +26% | +$91.4K | 0.14% | 157 |
|
|
2022
Q4 | $329K | Buy |
+6,525
| New | +$329K | 0.14% | 166 |
|