Cerity Partners’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 | $3.35M | Sell |
126,480
-12,439
| -9% | -$329K | 0.01% | 991 |
|
|
2025
Q1 | $4.85M | Sell |
138,919
-16,556
| -11% | -$578K | 0.01% | 741 |
|
|
2024
Q4 | $6.74M | Sell |
155,475
-26,737
| -15% | -$1.16M | 0.01% | 611 |
|
|
2024
Q3 | $9.95M | Buy |
182,212
+25,803
| +16% | +$1.41M | 0.02% | 494 |
|
|
2024
Q2 | $8.3M | Sell |
156,409
-11,641
| -7% | -$618K | 0.02% | 471 |
|
|
2024
Q1 | $9.73M | Buy |
168,050
+20,259
| +14% | +$1.17M | 0.03% | 469 |
|
|
2023
Q4 | $8.11M | Buy |
147,791
+50,609
| +52% | +$2.78M | 0.03% | 408 |
|
|
2023
Q3 | $5.01M | Sell |
97,182
-59,864
| -38% | -$3.09M | 0.02% | 417 |
|
|
2023
Q2 | $8.36M | Buy |
157,046
+57,944
| +58% | +$3.09M | 0.03% | 377 |
|
|
2023
Q1 | $5.96M | Buy |
99,102
+6,715
| +7% | +$404K | 0.01% | 455 |
|
|
2022
Q4 | $4.66M | Buy |
92,387
+19,456
| +27% | +$980K | 0.03% | 374 |
|
|
2022
Q3 | $3.2M | Sell |
72,931
-3,657
| -5% | -$161K | 0.04% | 305 |
|
|
2022
Q2 | $3.95M | Sell |
76,588
-141,255
| -65% | -$7.29M | 0.04% | 289 |
|
|
2022
Q1 | $13.9M | Buy |
217,843
+6,505
| +3% | +$415K | 0.22% | 92 |
|
|
2021
Q4 | $12M | Buy |
211,338
+22,563
| +12% | +$1.28M | 0.18% | 106 |
|
|
2021
Q3 | $10.9M | Buy |
188,775
+27,368
| +17% | +$1.58M | 0.24% | 91 |
|
|
2021
Q2 | $10.2M | Buy |
161,407
+7,966
| +5% | +$504K | 0.22% | 93 |
|
|
2021
Q1 | $9.81M | Sell |
153,441
-3,551
| -2% | -$227K | 0.23% | 91 |
|
|
2020
Q4 | $8.71M | Buy |
156,992
+4,397
| +3% | +$244K | 0.28% | 81 |
|
|
2020
Q3 | $7.18M | Buy |
152,595
+11,452
| +8% | +$539K | 0.3% | 69 |
|
|
2020
Q2 | $5.75M | Sell |
141,143
-903
| -0.6% | -$36.8K | 0.32% | 62 |
|
|
2020
Q1 | $4.15M | Buy |
142,046
+133,859
| +1,635% | +$3.91M | 0.26% | 78 |
|
|
2019
Q4 | $448K | Sell |
8,187
-805
| -9% | -$44.1K | 0.02% | 354 |
|
|
2019
Q3 | $428K | Sell |
8,992
-463
| -5% | -$22K | 0.03% | 334 |
|
|
2019
Q2 | $467K | Buy |
+9,455
| New | +$467K | 0.03% | 329 |
|