Buckley 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
Q2 | $2.53M | Sell |
95,401
-21,670
| -19% | -$574K | 0.76% | 25 |
|
2025
Q1 | $4.09M | Buy |
117,071
+12,510
| +12% | +$437K | 1.27% | 16 |
|
2024
Q4 | $4.2M | Buy |
104,561
+30,045
| +40% | +$1.21M | 1.28% | 15 |
|
2024
Q3 | $4.07M | Buy |
74,516
+1,340
| +2% | +$73.2K | 1.25% | 17 |
|
2024
Q2 | $3.88M | Sell |
73,176
-400
| -0.5% | -$21.2K | 1.23% | 18 |
|
2024
Q1 | $4.26M | Sell |
73,576
-2,650
| -3% | -$154K | 1.37% | 17 |
|
2023
Q4 | $4.18M | Buy |
76,226
+7,121
| +10% | +$391K | 1.45% | 17 |
|
2023
Q3 | $3.56M | Sell |
69,105
-600
| -0.9% | -$30.9K | 1.33% | 18 |
|
2023
Q2 | $3.71M | Buy |
69,705
+2,000
| +3% | +$107K | 1.26% | 18 |
|
2023
Q1 | $3.71M | Sell |
67,705
-3,060
| -4% | -$168K | 1.37% | 19 |
|
2022
Q4 | $3.57M | Sell |
70,765
-13,594
| -16% | -$685K | 1.3% | 21 |
|
2022
Q3 | $3.71M | Buy |
84,359
+307
| +0.4% | +$13.5K | 1.37% | 21 |
|
2022
Q2 | $4.34M | Buy |
84,052
+1,777
| +2% | +$91.7K | 1.4% | 20 |
|
2022
Q1 | $5.24M | Buy |
82,275
+3,048
| +4% | +$194K | 1.42% | 21 |
|
2021
Q4 | $4.49M | Buy |
79,227
+2,774
| +4% | +$157K | 1.31% | 21 |
|
2021
Q3 | $4.4M | Buy |
76,453
+27,921
| +58% | +$1.61M | 1.42% | 21 |
|
2021
Q2 | $3.07M | Hold |
48,532
| – | – | 1.05% | 23 |
|
2021
Q1 | $3.1M | Buy |
48,532
+12,518
| +35% | +$800K | 1.15% | 21 |
|
2020
Q4 | $2M | Buy |
36,014
+17
| +0% | +$944 | 0.82% | 23 |
|
2020
Q3 | $1.69M | Sell |
35,997
-547
| -1% | -$25.7K | 0.76% | 25 |
|
2020
Q2 | $1.49M | Sell |
36,544
-16
| -0% | -$652 | 0.68% | 27 |
|
2020
Q1 | $1.07M | Buy |
36,560
+6,196
| +20% | +$181K | 0.58% | 30 |
|
2019
Q4 | $1.66M | Sell |
30,364
-681
| -2% | -$37.3K | 0.75% | 27 |
|
2019
Q3 | $1.48M | Buy |
31,045
+17,171
| +124% | +$818K | 0.72% | 26 |
|
2019
Q2 | $684K | Buy |
+13,874
| New | +$684K | 0.32% | 60 |
|