Cornerstone 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 | – | Sell |
-6,682
| Closed | -$233K | – | 655 |
|
2025
Q1 | $233K | Buy |
6,682
+1,194
| +22% | +$41.7K | 0.02% | 535 |
|
2024
Q4 | $220K | Buy |
5,488
+1,097
| +25% | +$44K | 0.01% | 540 |
|
2024
Q3 | $240K | Sell |
4,391
-27
| -0.6% | -$1.48K | 0.02% | 505 |
|
2024
Q2 | $234K | Buy |
4,418
+345
| +8% | +$18.3K | 0.02% | 482 |
|
2024
Q1 | $236K | Sell |
4,073
-121
| -3% | -$7.01K | 0.02% | 481 |
|
2023
Q4 | $230K | Sell |
4,194
-43
| -1% | -$2.36K | 0.02% | 473 |
|
2023
Q3 | $219K | Sell |
4,237
-149
| -3% | -$7.69K | 0.02% | 493 |
|
2023
Q2 | $234K | Buy |
4,386
+148
| +3% | +$7.88K | 0.02% | 456 |
|
2023
Q1 | $232K | Buy |
+4,238
| New | +$232K | 0.02% | 418 |
|
2022
Q3 | – | Sell |
-10,129
| Closed | -$523K | – | 442 |
|
2022
Q2 | $523K | Buy |
10,129
+91
| +0.9% | +$4.7K | 0.06% | 249 |
|
2022
Q1 | $640K | Buy |
+10,038
| New | +$640K | 0.06% | 236 |
|