BOPW
Brandywine Oak Private Wealth’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Sell |
37,321
-2,546
| -6% | -$67.4K | 0.09% | 105 |
|
|
2025
Q1 | $1.39M | Sell |
39,867
-1,797
| -4% | -$62.8K | 0.14% | 80 |
|
|
2024
Q4 | $1.67M | Sell |
41,664
-2,600
| -6% | -$104K | 0.16% | 69 |
|
|
2024
Q3 | $2.42M | Buy |
44,264
+162
| +0.4% | +$8.85K | 0.23% | 58 |
|
|
2024
Q2 | $2.34M | Sell |
44,102
-1,024
| -2% | -$54.3K | 0.24% | 56 |
|
|
2024
Q1 | $2.61M | Sell |
45,126
-3,165
| -7% | -$183K | 0.27% | 51 |
|
|
2023
Q4 | $2.65M | Sell |
48,291
-362
| -0.7% | -$19.9K | 0.29% | 48 |
|
|
2023
Q3 | $2.51M | Sell |
48,653
-1,649
| -3% | -$85K | 0.29% | 49 |
|
|
2023
Q2 | $2.68M | Sell |
50,302
-949
| -2% | -$50.5K | 0.3% | 49 |
|
|
2023
Q1 | $2.81M | Buy |
51,251
+21
| +0% | +$1.15K | 0.33% | 45 |
|
|
2022
Q4 | $2.58M | Sell |
51,230
-11,934
| -19% | -$601K | 0.32% | 48 |
|
|
2022
Q3 | $2.77M | Buy |
63,164
+237
| +0.4% | +$10.4K | 0.38% | 40 |
|
|
2022
Q2 | $3.25M | Buy |
62,927
+18
| +0% | +$929 | 0.42% | 32 |
|
|
2022
Q1 | $4.01M | Buy |
62,909
+4,951
| +9% | +$315K | 0.46% | 41 |
|
|
2021
Q4 | $3.29M | Buy |
57,958
+714
| +1% | +$40.5K | 0.36% | 48 |
|
|
2021
Q3 | $3.29M | Sell |
57,244
-1,464
| -2% | -$84.2K | 0.38% | 44 |
|
|
2021
Q2 | $3.72M | Buy |
58,708
+766
| +1% | +$48.5K | 0.43% | 40 |
|
|
2021
Q1 | $3.7M | Buy |
57,942
+129
| +0.2% | +$8.25K | 0.55% | 36 |
|
|
2020
Q4 | $3.21M | Sell |
57,813
-167
| -0.3% | -$9.27K | 0.49% | 38 |
|
|
2020
Q3 | $2.73M | Sell |
57,980
-933
| -2% | -$43.9K | 0.46% | 39 |
|
|
2020
Q2 | $2.4M | Sell |
58,913
-4,027
| -6% | -$164K | 0.43% | 41 |
|
|
2020
Q1 | $1.84M | Sell |
62,940
-4,356
| -6% | -$127K | 0.38% | 43 |
|
|
2019
Q4 | $3.68M | Buy |
67,296
+29
| +0% | +$1.59K | 0.67% | 28 |
|
|
2019
Q3 | $3.21M | Buy |
67,267
+87
| +0.1% | +$4.15K | 0.61% | 31 |
|
|
2019
Q2 | $3.31M | Buy |
+67,180
| New | +$3.31M | 0.66% | 30 |
|