Cobblestone Capital 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 |
-9,176
| Closed | -$320K | – | 304 |
|
|
2025
Q1 | $320K | Sell |
9,176
-547
| -6% | -$19.1K | 0.02% | 235 |
|
|
2024
Q4 | $390K | Sell |
9,723
-1,010
| -9% | -$40.5K | 0.02% | 209 |
|
|
2024
Q3 | $586K | Buy |
10,733
+153
| +1% | +$8.36K | 0.03% | 173 |
|
|
2024
Q2 | $561K | Sell |
10,580
-89
| -0.8% | -$4.72K | 0.03% | 164 |
|
|
2024
Q1 | $618K | Buy |
10,669
+514
| +5% | +$29.8K | 0.04% | 155 |
|
|
2023
Q4 | $557K | Sell |
10,155
-241
| -2% | -$13.2K | 0.04% | 164 |
|
|
2023
Q3 | $536K | Sell |
10,396
-457
| -4% | -$23.6K | 0.04% | 153 |
|
|
2023
Q2 | $578K | Buy |
10,853
+930
| +9% | +$49.5K | 0.04% | 157 |
|
|
2023
Q1 | $544K | Buy |
9,923
+2,848
| +40% | +$156K | 0.04% | 156 |
|
|
2022
Q4 | $357K | Buy |
+7,075
| New | +$357K | 0.03% | 202 |
|
|
2020
Q1 | – | Sell |
-3,774
| Closed | -$207K | – | 252 |
|
|
2019
Q4 | $207K | Buy |
+3,774
| New | +$207K | 0.02% | 248 |
|