Center for Financial Planning’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 | $33.8K | Sell |
1,278
-170
| -12% | -$4.5K | ﹤0.01% | 336 |
|
|
2025
Q1 | $50.6K | Hold |
1,448
| – | – | 0.01% | 274 |
|
|
2024
Q4 | $58.1K | Sell |
1,448
-21
| -1% | -$843 | 0.01% | 249 |
|
|
2024
Q3 | $80.3K | Buy |
1,469
+566
| +63% | +$30.9K | 0.01% | 200 |
|
|
2024
Q2 | $47.9K | Hold |
903
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $52.3K | Sell |
903
-83
| -8% | -$4.81K | 0.01% | 231 |
|
|
2023
Q4 | $54.1K | Sell |
986
-4
| -0.4% | -$219 | 0.01% | 212 |
|
|
2023
Q3 | $51K | Hold |
990
| – | – | 0.01% | 212 |
|
|
2023
Q2 | $52.7K | Hold |
990
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $54.3K | Hold |
990
| – | – | 0.01% | 206 |
|
|
2022
Q4 | $49.9K | Hold |
990
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $43K | Hold |
990
| – | – | 0.01% | 220 |
|
|
2022
Q2 | $51K | Hold |
990
| – | – | 0.01% | 216 |
|
|
2022
Q1 | $63K | Hold |
990
| – | – | 0.01% | 209 |
|
|
2021
Q4 | $56K | Buy |
990
+417
| +73% | +$23.6K | 0.01% | 217 |
|
|
2021
Q3 | $33K | Hold |
573
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $36K | Hold |
573
| – | – | 0.01% | 249 |
|
|
2021
Q1 | $37K | Sell |
573
-50
| -8% | -$3.23K | 0.01% | 242 |
|
|
2020
Q4 | $35K | Sell |
623
-235
| -27% | -$13.2K | 0.01% | 236 |
|
|
2020
Q3 | $40K | Buy |
858
+235
| +38% | +$11K | 0.01% | 203 |
|
|
2020
Q2 | $25K | Sell |
623
-574
| -48% | -$23K | 0.01% | 238 |
|
|
2020
Q1 | $35K | Buy |
1,197
+550
| +85% | +$16.1K | 0.01% | 205 |
|
|
2019
Q4 | $35K | Buy |
+647
| New | +$35K | 0.01% | 216 |
|