Choate Investment Advisors’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
Sell
-7,371
Closed -$257K 481
2025
Q1
$257K Sell
7,371
-55
-0.7% -$1.92K 0.01% 347
2024
Q4
$298K Buy
7,426
+286
+4% +$11.5K 0.01% 331
2024
Q3
$390K Sell
7,140
-768
-10% -$42K 0.01% 286
2024
Q2
$420K Sell
7,908
-364
-4% -$19.3K 0.01% 271
2024
Q1
$479K Buy
8,272
+578
+8% +$33.5K 0.01% 271
2023
Q4
$422K Sell
7,694
-166
-2% -$9.1K 0.01% 265
2023
Q3
$405K Buy
+7,860
New +$405K 0.02% 264
2019
Q3
Sell
-4,189
Closed -$207K 234
2019
Q2
$207K Buy
+4,189
New +$207K 0.01% 220