Burney Company’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,373
| Closed | -$292K | – | 584 |
|
|
2025
Q1 | $292K | Buy |
8,373
+374
| +5% | +$14.4K | 0.01% | 505 |
|
|
2024
Q4 | $321K | Sell |
7,999
-3,848
| -32% | -$180K | 0.01% | 494 |
|
|
2024
Q3 | $647K | Sell |
11,847
-2,644
| -18% | -$140K | 0.02% | 396 |
|
|
2024
Q2 | $769K | Sell |
14,491
-1,197
| -8% | -$68.4K | 0.03% | 356 |
|
|
2024
Q1 | $909K | Buy |
15,688
+162
| +1% | +$8.95K | 0.03% | 347 |
|
|
2023
Q4 | $851K | Sell |
15,526
-1,153
| -7% | -$58.9K | 0.04% | 349 |
|
|
2023
Q3 | $860K | Sell |
16,679
-113
| -0.7% | -$6.07K | 0.04% | 331 |
|
|
2023
Q2 | $894K | Sell |
16,792
-628
| -4% | -$33.4K | 0.04% | 331 |
|
|
2023
Q1 | $955K | Sell |
17,420
-7,041
| -29% | -$396K | 0.05% | 317 |
|
|
2022
Q4 | $1.23M | Sell |
24,461
-23,004
| -48% | -$1.12M | 0.06% | 273 |
|
|
2022
Q3 | $2.08M | Sell |
47,465
-48,088
| -50% | -$2.44M | 0.12% | 198 |
|
|
2022
Q2 | $4.93M | Buy |
95,553
+7,356
| +8% | +$471K | 0.26% | 117 |
|
|
2022
Q1 | $5.62M | Buy |
88,197
+46,399
| +111% | +$2.8M | 0.26% | 112 |
|
|
2021
Q4 | $2.37M | Buy |
41,798
+20,990
| +101% | +$1.2M | 0.1% | 211 |
|
|
2021
Q3 | $1.2M | Buy |
20,808
+14,087
| +210% | +$862K | 0.06% | 284 |
|
|
2021
Q2 | $425K | Sell |
6,721
-242
| -3% | -$16K | 0.02% | 445 |
|
|
2021
Q1 | $445K | Buy |
6,963
+129
| +2% | +$7.72K | 0.02% | 423 |
|
|
2020
Q4 | $379K | Sell |
6,834
-339
| -5% | -$17.5K | 0.02% | 409 |
|
|
2020
Q3 | $337K | Buy |
7,173
+6
| +0.1% | +$269 | 0.02% | 401 |
|
|
2020
Q2 | $292K | Sell |
7,167
-253
| -3% | -$9.26K | 0.02% | 409 |
|
|
2020
Q1 | $217K | Sell |
7,420
-524
| -7% | -$22.3K | 0.02% | 393 |
|
|
2019
Q4 | $435K | Sell |
7,944
-372
| -4% | -$19.2K | 0.02% | 345 |
|
|
2019
Q3 | $396K | Sell |
8,316
-683
| -8% | -$32K | 0.02% | 341 |
|
|
2019
Q2 | $444K | Buy |
+8,999
| New | +$475K | 0.03% | 338 |
|
Other funds holding DOW
