Caldwell Trust’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.7K | Hold |
3,499
|
|
||||
|
2025
Q1 | $122K | Sell |
3,499
-112
|
|
||||
|
2024
Q4 | $145K | Sell |
3,611
-33
|
|
||||
|
2024
Q3 | $199K | Buy |
3,644
+199
|
|
||||
|
2024
Q2 | $183K | Sell |
3,445
-80
|
|
||||
|
2024
Q1 | $204K | Sell |
3,525
-788
|
|
||||
|
2023
Q4 | $237K | Sell |
4,313
-539
|
|
||||
|
2023
Q3 | $250K | Hold |
4,852
|
|
||||
|
2023
Q2 | $258K | Buy |
4,852
+495
|
|
||||
|
2023
Q1 | $239K | Hold |
4,357
|
|
||||
|
2022
Q4 | $220K | Sell |
4,357
-155
|
|
||||
|
2022
Q3 | $198K | Hold |
4,512
|
|
||||
|
2022
Q2 | $233K | Hold |
4,512
|
|
||||
|
2022
Q1 | $288K | Sell |
4,512
-55
|
|
||||
|
2021
Q4 | $259K | Sell |
4,567
-47
|
|
||||
|
2021
Q3 | $266K | Sell |
4,614
-433
|
|
||||
|
2021
Q2 | $319K | Sell |
5,047
-98
|
|
||||
|
2021
Q1 | $329K | Sell |
5,145
-130
|
|
||||
|
2020
Q4 | $293K | Buy |
5,275
+37
|
|
||||
|
2020
Q3 | $246K | Sell |
5,238
-1,226
|
|
||||
|
2020
Q2 | $263K | Sell |
6,464
-3,381
|
|
||||
|
2020
Q1 | $288K | Sell |
9,845
-2,721
|
|
||||
|
2019
Q4 | $688K | Buy |
+12,566
|
|