Creative Planning’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 | $5.96M | Buy |
225,114
+47,718
| +27% | +$1.26M | 0.01% | 703 |
|
|
2025
Q1 | $6.19M | Buy |
177,396
+2,510
| +1% | +$87.6K | 0.01% | 637 |
|
|
2024
Q4 | $7.02M | Buy |
174,886
+24,952
| +17% | +$1M | 0.01% | 556 |
|
|
2024
Q3 | $8.19M | Sell |
149,934
-4,778
| -3% | -$261K | 0.01% | 500 |
|
|
2024
Q2 | $8.21M | Buy |
154,712
+17,092
| +12% | +$907K | 0.01% | 465 |
|
|
2024
Q1 | $7.97M | Buy |
137,620
+5,861
| +4% | +$340K | 0.01% | 469 |
|
|
2023
Q4 | $7.23M | Sell |
131,759
-32,946
| -20% | -$1.81M | 0.01% | 463 |
|
|
2023
Q3 | $8.49M | Buy |
164,705
+23,598
| +17% | +$1.22M | 0.01% | 394 |
|
|
2023
Q2 | $7.52M | Sell |
141,107
-6,356
| -4% | -$339K | 0.01% | 410 |
|
|
2023
Q1 | $8.08M | Buy |
147,463
+8,070
| +6% | +$442K | 0.01% | 381 |
|
|
2022
Q4 | $7.02M | Sell |
139,393
-7,594
| -5% | -$383K | 0.01% | 402 |
|
|
2022
Q3 | $6.46M | Buy |
146,987
+24,247
| +20% | +$1.07M | 0.01% | 387 |
|
|
2022
Q2 | $6.34M | Buy |
122,740
+13,242
| +12% | +$683K | 0.01% | 405 |
|
|
2022
Q1 | $6.98M | Buy |
109,498
+6,560
| +6% | +$418K | 0.01% | 379 |
|
|
2021
Q4 | $5.84M | Buy |
102,938
+317
| +0.3% | +$18K | 0.01% | 387 |
|
|
2021
Q3 | $5.91M | Buy |
102,621
+1,829
| +2% | +$105K | 0.01% | 379 |
|
|
2021
Q2 | $6.38M | Buy |
100,792
+19,671
| +24% | +$1.24M | 0.01% | 351 |
|
|
2021
Q1 | $5.19M | Sell |
81,121
-2,906
| -3% | -$186K | 0.01% | 408 |
|
|
2020
Q4 | $4.66M | Buy |
84,027
+45
| +0.1% | +$2.5K | 0.01% | 388 |
|
|
2020
Q3 | $3.95M | Buy |
83,982
+4,133
| +5% | +$194K | 0.01% | 353 |
|
|
2020
Q2 | $3.26M | Sell |
79,849
-5,644
| -7% | -$230K | 0.01% | 357 |
|
|
2020
Q1 | $2.5M | Sell |
85,493
-24,507
| -22% | -$717K | 0.01% | 367 |
|
|
2019
Q4 | $6.02M | Sell |
110,000
-3,559
| -3% | -$195K | 0.02% | 263 |
|
|
2019
Q3 | $5.41M | Buy |
113,559
+4,560
| +4% | +$217K | 0.02% | 270 |
|
|
2019
Q2 | $5.38M | Buy |
+108,999
| New | +$5.38M | 0.02% | 273 |
|