Bison Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,029
| Closed | -$275K | – | 347 |
|
|
2024
Q3 | $275K | Sell |
5,029
-6,247
| -55% | -$341K | 0.04% | 335 |
|
|
2024
Q2 | $653K | Hold |
11,276
| – | – | 0.11% | 198 |
|
|
2024
Q1 | $653K | Sell |
11,276
-373
| -3% | -$21.6K | 0.11% | 198 |
|
|
2023
Q4 | $639K | Sell |
11,649
-581
| -5% | -$31.9K | 0.11% | 197 |
|
|
2023
Q3 | $631K | Buy |
12,230
+48
| +0.4% | +$2.48K | 0.12% | 178 |
|
|
2023
Q2 | $649K | Buy |
12,182
+1,219
| +11% | +$64.9K | 0.12% | 178 |
|
|
2023
Q1 | $574K | Buy |
10,963
+12
| +0.1% | +$628 | 0.18% | 137 |
|
|
2022
Q4 | $635K | Sell |
10,951
-575
| -5% | -$33.3K | 0.2% | 139 |
|
|
2022
Q3 | $506K | Buy |
11,526
+1,663
| +17% | +$73K | 0.2% | 133 |
|
|
2022
Q2 | $509K | Buy |
9,863
+858
| +10% | +$44.3K | 0.29% | 89 |
|
|
2022
Q1 | $574K | Buy |
9,005
+1,044
| +13% | +$66.5K | 0.29% | 89 |
|
|
2021
Q4 | $452K | Buy |
7,961
+1,249
| +19% | +$70.9K | 0.26% | 103 |
|
|
2021
Q3 | $386K | Buy |
6,712
+446
| +7% | +$25.6K | 0.18% | 144 |
|
|
2021
Q2 | $397K | Sell |
6,266
-700
| -10% | -$44.4K | 0.17% | 147 |
|
|
2021
Q1 | $445K | Buy |
6,966
+677
| +11% | +$43.2K | 0.19% | 136 |
|
|
2020
Q4 | $349K | Sell |
6,289
-132
| -2% | -$7.33K | 0.16% | 156 |
|
|
2020
Q3 | $302K | Sell |
6,421
-555
| -8% | -$26.1K | 0.18% | 137 |
|
|
2020
Q2 | $284K | Sell |
6,976
-228
| -3% | -$9.28K | 0.18% | 139 |
|
|
2020
Q1 | $211K | Sell |
7,204
-2,036
| -22% | -$59.6K | 0.15% | 158 |
|
|
2019
Q4 | $506K | Buy |
+9,240
| New | +$506K | 0.24% | 107 |
|