CHJWM

Carlton Hofferkamp & Jenks Wealth Management’s Dow Inc DOW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$526K	Sell	21,995 -1,707	-7%	-$40.8K	0.19%	90
2025 Q1	$651K	Sell	23,702 -1,235	-5%	-$33.9K	0.27%	78
2024 Q4	$946K	Sell	24,937 -4,026	-14%	-$153K	0.35%	64
2024 Q3	$1.39M	Sell	28,963 -1,176	-4%	-$56.4K	0.53%	43
2024 Q2	$1.62M	Sell	30,139 -116	-0.4%	-$6.23K	0.63%	39
2024 Q1	$1.71M	Sell	30,255 -1,022	-3%	-$57.7K	0.72%	35
2023 Q4	$1.66M	Sell	31,277 -111	-0.4%	-$5.89K	0.69%	34
2023 Q3	$1.49M	Buy	31,388 +281	+0.9%	+$13.4K	0.69%	37
2023 Q2	$1.7M	Sell	31,107 -1,271	-4%	-$69.3K	0.75%	31
2023 Q1	$1.73M	Sell	32,378 -518	-2%	-$27.7K	0.79%	31
2022 Q4	$1.94M	Buy	32,896 +200	+0.6%	+$11.8K	0.85%	27
2022 Q3	$1.53M	Sell	32,696 -528	-2%	-$24.7K	0.72%	37
2022 Q2	$1.71M	Buy	33,224 +638	+2%	+$32.8K	0.78%	33
2022 Q1	$2.01M	Sell	32,586 -132	-0.4%	-$8.14K	0.82%	33
2021 Q4	$1.87M	Buy	32,718 +914	+3%	+$52.3K	0.79%	37
2021 Q3	$1.86M	Buy	31,804 +1,314	+4%	+$77K	0.75%	39
2021 Q2	$1.83M	Buy	30,490 +172	+0.6%	+$10.3K	0.79%	35
2021 Q1	$1.9M	Sell	30,318 -107	-0.4%	-$6.7K	0.84%	32
2020 Q4	$1.75M	Buy	30,425 +51	+0.2%	+$2.94K	0.86%	32
2020 Q3	$1.59M	Buy	30,374 +5,555	+22%	+$290K	0.83%	32
2020 Q2	$1.08M	Buy	24,819 +6,400	+35%	+$278K	0.62%	45
2020 Q1	$690K	Buy	18,419 +2,852	+18%	+$107K	0.42%	56
2019 Q4	$734K	Buy	15,567 +4,437	+40%	+$209K	0.41%	61
2019 Q3	$500K	Buy	11,130 +1,185	+12%	+$53.2K	0.31%	68
2019 Q2	$513K	Buy	+9,945	New	+$513K	0.31%	70