Corient Private Wealth’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 | $6.36M | Buy |
240,486
+60,445
| +34% | +$1.6M | 0.01% | 695 |
|
2025
Q1 | $6.29M | Sell |
180,041
-21,330
| -11% | -$745K | 0.01% | 623 |
|
2024
Q4 | $8.08M | Sell |
201,371
-43,533
| -18% | -$1.75M | 0.01% | 569 |
|
2024
Q3 | $13.4M | Buy |
244,904
+2,667
| +1% | +$146K | 0.02% | 476 |
|
2024
Q2 | $12.9M | Sell |
242,237
-11,017
| -4% | -$584K | 0.02% | 470 |
|
2024
Q1 | $14.7M | Sell |
253,254
-7,201
| -3% | -$417K | 0.03% | 448 |
|
2023
Q4 | $14.3M | Buy |
260,455
+71,578
| +38% | +$3.93M | 0.03% | 451 |
|
2023
Q3 | $9.74M | Buy |
188,877
+5,842
| +3% | +$301K | 0.02% | 486 |
|
2023
Q2 | $9.74M | Buy |
183,035
+1,359
| +0.7% | +$72.3K | 0.02% | 480 |
|
2023
Q1 | $9.96M | Buy |
181,676
+83,648
| +85% | +$4.59M | 0.03% | 435 |
|
2022
Q4 | $4.94M | Buy |
+98,028
| New | +$4.94M | 0.02% | 507 |
|