Congress Wealth Management’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 | $5.62M | Buy |
212,070
+19,913
| +10% | +$527K | 0.05% | 361 |
|
|
2025
Q1 | $6.74M | Buy |
192,157
+31,192
| +19% | +$1.09M | 0.08% | 275 |
|
|
2024
Q4 | $6.46M | Sell |
160,965
-39,325
| -20% | -$1.58M | 0.09% | 253 |
|
|
2024
Q3 | $10.9M | Buy |
200,290
+60,681
| +43% | +$3.32M | 0.15% | 198 |
|
|
2024
Q2 | $7.41M | Buy |
139,609
+60,673
| +77% | +$3.22M | 0.12% | 207 |
|
|
2024
Q1 | $4.57M | Sell |
78,936
-14,824
| -16% | -$859K | 0.08% | 237 |
|
|
2023
Q4 | $5.14M | Buy |
93,760
+14,506
| +18% | +$796K | 0.09% | 219 |
|
|
2023
Q3 | $4.09M | Buy |
79,254
+316
| +0.4% | +$16.3K | 0.08% | 236 |
|
|
2023
Q2 | $4.2M | Buy |
78,938
+711
| +0.9% | +$37.9K | 0.1% | 207 |
|
|
2023
Q1 | $4.29M | Sell |
78,227
-15,297
| -16% | -$839K | 0.1% | 201 |
|
|
2022
Q4 | $4.71M | Buy |
93,524
+2,467
| +3% | +$124K | 0.12% | 185 |
|
|
2022
Q3 | $4M | Buy |
91,057
+1,513
| +2% | +$66.5K | 0.11% | 199 |
|
|
2022
Q2 | $4.62M | Buy |
89,544
+434
| +0.5% | +$22.4K | 0.12% | 192 |
|
|
2022
Q1 | $5.68M | Buy |
89,110
+1,735
| +2% | +$111K | 0.12% | 188 |
|
|
2021
Q4 | $4.96M | Buy |
+87,375
| New | +$4.96M | 0.1% | 224 |
|