Canton Hathaway’s Dow Inc DOW Stock Holding History

Canton Hathaway’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-546	Closed	-$22K	–	276
2024 Q4	$22K	Hold	546	–	–	0.01%	241
2024 Q3	$30K	Hold	546	–	–	0.01%	206
2024 Q2	$29K	Hold	546	–	–	0.01%	205
2024 Q1	$32K	Hold	546	–	–	0.01%	196
2023 Q4	$30K	Hold	546	–	–	0.01%	197
2023 Q3	$28K	Hold	546	–	–	0.01%	194
2023 Q2	$29K	Hold	546	–	–	0.01%	195
2023 Q1	$30K	Hold	546	–	–	0.01%	183
2022 Q4	$28K	Hold	546	–	–	0.01%	197
2022 Q3	$24K	Hold	546	–	–	0.01%	202
2022 Q2	$28K	Hold	546	–	–	0.01%	215
2022 Q1	$35K	Hold	546	–	–	0.01%	209
2021 Q4	$31K	Hold	546	–	–	0.01%	233
2021 Q3	$31K	Buy	546 +146	+37%	+$8.94K	0.01%	229
2021 Q2	$25K	Hold	400	–	–	0.01%	201
2021 Q1	$26K	Buy	+400	New	+$23.9K	0.01%	197
2020 Q1	–	Sell	-75	Closed	-$4K	–	156
2019 Q4	$4K	Hold	75	–	–	﹤0.01%	195
2019 Q3	$4K	Hold	75	–	–	﹤0.01%	197
2019 Q2	$4K	Buy	+75	New	+$3.96K	﹤0.01%	231

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return