Capital Asset Advisory Services’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 | $1.77M | Sell |
63,543
-1,950
| -3% | -$54.3K | 0.08% | 114 |
|
2025
Q1 | $2.29M | Sell |
65,493
-7,154
| -10% | -$250K | 0.12% | 104 |
|
2024
Q4 | $2.86M | Buy |
72,647
+5,307
| +8% | +$209K | 0.14% | 93 |
|
2024
Q3 | $3.58M | Sell |
67,340
-2,361
| -3% | -$126K | 0.18% | 73 |
|
2024
Q2 | $3.6M | Sell |
69,701
-5,963
| -8% | -$308K | 0.19% | 68 |
|
2024
Q1 | $4.52M | Buy |
75,664
+6,299
| +9% | +$376K | 0.26% | 45 |
|
2023
Q4 | $3.8M | Buy |
69,365
+5,644
| +9% | +$310K | 0.24% | 54 |
|
2023
Q3 | $3.24M | Buy |
63,721
+10,190
| +19% | +$519K | 0.22% | 55 |
|
2023
Q2 | $2.83M | Buy |
53,531
+3,012
| +6% | +$159K | 0.2% | 60 |
|
2023
Q1 | $2.77M | Buy |
50,519
+7,660
| +18% | +$420K | 0.21% | 55 |
|
2022
Q4 | $2.18M | Buy |
42,859
+14,634
| +52% | +$744K | 0.17% | 67 |
|
2022
Q3 | $1.24M | Buy |
28,225
+3,295
| +13% | +$145K | 0.16% | 70 |
|
2022
Q2 | $1.29M | Sell |
24,930
-3,772
| -13% | -$195K | 0.14% | 94 |
|
2022
Q1 | $1.83M | Buy |
28,702
+2,635
| +10% | +$168K | 0.19% | 71 |
|
2021
Q4 | $1.48M | Sell |
26,067
-87
| -0.3% | -$4.94K | 0.16% | 88 |
|
2021
Q3 | $1.51M | Buy |
26,154
+585
| +2% | +$33.7K | 0.17% | 83 |
|
2021
Q2 | $1.62M | Buy |
25,569
+1,364
| +6% | +$86.3K | 0.18% | 82 |
|
2021
Q1 | $1.55M | Buy |
24,205
+8,087
| +50% | +$517K | 0.23% | 74 |
|
2020
Q4 | $895K | Sell |
16,118
-1,176
| -7% | -$65.3K | 0.16% | 110 |
|
2020
Q3 | $814K | Sell |
17,294
-39
| -0.2% | -$1.84K | 0.17% | 107 |
|
2020
Q2 | $771K | Sell |
17,333
-1,986
| -10% | -$88.3K | 0.17% | 115 |
|
2020
Q1 | $625K | Buy |
19,319
+3,035
| +19% | +$98.2K | 0.17% | 114 |
|
2019
Q4 | $795K | Buy |
+16,284
| New | +$795K | 0.19% | 101 |
|