Concurrent Investment Advisors’s Dow Inc DOW Stock Holding History

Concurrent Investment Advisors’s Portfolio DOW Stock Details DOW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.52M	Sell
2025 Q4	$1.83M	Buy
2025 Q3	$964K	Buy
2025 Q2	$1.01M	Buy
2025 Q1	$1.24M	Buy
2024 Q4	$749K	Sell
2024 Q3	$2.37M	Buy
2024 Q2	$2.14M	Sell
2024 Q1	$2.51M	Buy
2023 Q4	$1.13M	Buy