BigSur 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
Q1 | – | Sell |
-7,118
| Closed | -$286K | – | 155 |
|
|
2024
Q4 | $286K | Hold |
7,118
| – | – | 0.08% | 128 |
|
|
2024
Q3 | $389K | Hold |
7,118
| – | – | 0.11% | 125 |
|
|
2024
Q2 | $378K | Hold |
7,118
| – | – | 0.12% | 122 |
|
|
2024
Q1 | $412K | Buy |
+7,118
| New | +$412K | 0.13% | 117 |
|
|
2023
Q4 | – | Sell |
-4,098
| Closed | -$211K | – | 117 |
|
|
2023
Q3 | $211K | Hold |
4,098
| – | – | 0.11% | 101 |
|
|
2023
Q2 | $218K | Sell |
4,098
-17
| -0.4% | -$905 | 0.1% | 107 |
|
|
2023
Q1 | $226K | Sell |
4,115
-89
| -2% | -$4.88K | 0.11% | 107 |
|
|
2022
Q4 | $212K | Buy |
+4,204
| New | +$212K | 0.1% | 108 |
|
|
2022
Q3 | – | Sell |
-4,204
| Closed | -$217K | – | 125 |
|
|
2022
Q2 | $217K | Hold |
4,204
| – | – | 0.1% | 111 |
|
|
2022
Q1 | $268K | Hold |
4,204
| – | – | 0.1% | 108 |
|
|
2021
Q4 | $238K | Hold |
4,204
| – | – | 0.09% | 116 |
|
|
2021
Q3 | $242K | Hold |
4,204
| – | – | 0.11% | 107 |
|
|
2021
Q2 | $266K | Buy |
4,204
+1,000
| +31% | +$63.3K | 0.12% | 101 |
|
|
2021
Q1 | $205K | Buy |
+3,204
| New | +$205K | 0.11% | 111 |
|