Corient Private Wealth
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Corient Private Wealth’s Dow Inc DOW Stock Holding History

Corient Private Wealth’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.73M Sell
162,630
-223,498
-58% -$7.09M 0.01% 751
2025
Q4 		$8.83M Buy
386,128
+155,673
+68% +$3.58M 0.01% 820
2025
Q3 		$5.28M Buy
230,455
+58,824
+34% +$1.47M 0.01% 693
2025
Q2 		$4.54M Sell
171,631
-8,410
-5% -$245K 0.01% 723
2025
Q1 		$6.29M Sell
180,041
-21,330
-11% -$819K 0.01% 626
2024
Q4 		$8.08M Sell
201,371
-43,533
-18% -$2.03M 0.01% 569
2024
Q3 		$13.4M Buy
244,904
+2,667
+1% +$141K 0.02% 491
2024
Q2 		$12.9M Sell
242,237
-11,017
-4% -$629K 0.02% 470
2024
Q1 		$14.7M Sell
253,254
-7,201
-3% -$398K 0.03% 448
2023
Q4 		$14.3M Buy
260,455
+71,578
+38% +$3.66M 0.03% 451
2023
Q3 		$9.74M Buy
188,877
+5,842
+3% +$314K 0.02% 487
2023
Q2 		$9.74M Buy
183,035
+1,359
+0.7% +$72.2K 0.02% 480
2023
Q1 		$9.96M Buy
181,676
+83,648
+85% +$4.71M 0.03% 435
2022
Q4 		$4.94M Buy
+98,028
New +$4.79M 0.02% 507

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