Butensky & Cohen Financial Security’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 | $2.05M | Sell |
77,539
-9,160
| -11% | -$243K | 0.61% | 69 |
|
|
2025
Q1 | $3.03M | Buy |
86,699
+5,832
| +7% | +$204K | 0.93% | 58 |
|
|
2024
Q4 | $3.25M | Sell |
80,867
-10,483
| -11% | -$421K | 1.02% | 54 |
|
|
2024
Q3 | $4.99M | Buy |
91,350
+3,689
| +4% | +$202K | 1.48% | 27 |
|
|
2024
Q2 | $4.65M | Buy |
87,661
+574
| +0.7% | +$30.5K | 1.48% | 22 |
|
|
2024
Q1 | $5.04M | Buy |
87,087
+395
| +0.5% | +$22.9K | 1.57% | 17 |
|
|
2023
Q4 | $4.75M | Buy |
86,692
+1,379
| +2% | +$75.6K | 1.58% | 16 |
|
|
2023
Q3 | $4.4M | Buy |
85,313
+3,707
| +5% | +$191K | 1.6% | 17 |
|
|
2023
Q2 | $4.35M | Sell |
81,606
-2,663
| -3% | -$142K | 1.56% | 20 |
|
|
2023
Q1 | $4.62M | Sell |
84,269
-4,210
| -5% | -$231K | 1.67% | 11 |
|
|
2022
Q4 | $4.46M | Buy |
88,479
+12,975
| +17% | +$654K | 1.65% | 19 |
|
|
2022
Q3 | $3.32M | Buy |
75,504
+9,030
| +14% | +$397K | 1.38% | 32 |
|
|
2022
Q2 | $3.43M | Sell |
66,474
-345
| -0.5% | -$17.8K | 1.4% | 33 |
|
|
2022
Q1 | $4.26M | Buy |
66,819
+3,448
| +5% | +$220K | 1.5% | 20 |
|
|
2021
Q4 | $3.59M | Buy |
63,371
+3,335
| +6% | +$189K | 1.28% | 42 |
|
|
2021
Q3 | $3.46M | Buy |
60,036
+589
| +1% | +$33.9K | 1.37% | 36 |
|
|
2021
Q2 | $3.76M | Sell |
59,447
-1,032
| -2% | -$65.3K | 1.49% | 21 |
|
|
2021
Q1 | $3.87M | Sell |
60,479
-1,811
| -3% | -$116K | 1.6% | 6 |
|
|
2020
Q4 | $3.46M | Buy |
62,290
+1,270
| +2% | +$70.5K | 1.57% | 11 |
|
|
2020
Q3 | $2.87M | Buy |
61,020
+1,205
| +2% | +$56.7K | 1.52% | 24 |
|
|
2020
Q2 | $2.44M | Buy |
59,815
+8,166
| +16% | +$333K | 1.39% | 36 |
|
|
2020
Q1 | $1.51M | Buy |
51,649
+4,022
| +8% | +$118K | 1.14% | 51 |
|
|
2019
Q4 | $2.61M | Buy |
47,627
+3,497
| +8% | +$191K | 1.49% | 30 |
|
|
2019
Q3 | $2.1M | Buy |
44,130
+27,567
| +166% | +$1.31M | 1.27% | 47 |
|
|
2019
Q2 | $817K | Buy |
+16,563
| New | +$817K | 0.54% | 73 |
|