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 |
|