Cresset Asset 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 | $813K | Buy |
30,717
+1,949
| +7% | +$51.6K | ﹤0.01% | 846 |
|
2025
Q1 | $1M | Buy |
28,768
+5,451
| +23% | +$190K | 0.01% | 770 |
|
2024
Q4 | $936K | Sell |
23,317
-58,344
| -71% | -$2.34M | ﹤0.01% | 808 |
|
2024
Q3 | $4.46M | Sell |
81,661
-7,454
| -8% | -$407K | 0.02% | 470 |
|
2024
Q2 | $4.73M | Buy |
89,115
+21,156
| +31% | +$1.12M | 0.02% | 433 |
|
2024
Q1 | $3.94M | Buy |
67,959
+17,249
| +34% | +$999K | 0.02% | 417 |
|
2023
Q4 | $2.78M | Sell |
50,710
-4,975
| -9% | -$273K | 0.02% | 449 |
|
2023
Q3 | $2.87M | Buy |
55,685
+1,269
| +2% | +$65.4K | 0.01% | 419 |
|
2023
Q2 | $2.9M | Buy |
54,416
+43,830
| +414% | +$2.33M | ﹤0.01% | 416 |
|
2023
Q1 | $580K | Sell |
10,586
-4,928
| -32% | -$270K | 0.01% | 454 |
|
2022
Q4 | $509K | Sell |
15,514
-5,590
| -26% | -$184K | 0.01% | 422 |
|
2022
Q3 | $927K | Buy |
21,104
+2,022
| +11% | +$88.8K | 0.01% | 377 |
|
2022
Q2 | $966K | Buy |
19,082
+298
| +2% | +$15.1K | 0.01% | 388 |
|
2022
Q1 | $1.2M | Buy |
18,784
+940
| +5% | +$59.9K | 0.01% | 356 |
|
2021
Q4 | $1.01M | Sell |
17,844
-10,064
| -36% | -$571K | 0.01% | 454 |
|
2021
Q3 | $1.61M | Buy |
27,908
+3,237
| +13% | +$186K | 0.02% | 271 |
|
2021
Q2 | $1.56M | Sell |
24,671
-650
| -3% | -$41.1K | 0.02% | 252 |
|
2021
Q1 | $1.62M | Buy |
25,321
+1,214
| +5% | +$77.6K | 0.03% | 204 |
|
2020
Q4 | $1.34M | Buy |
24,107
+90
| +0.4% | +$5K | 0.02% | 200 |
|
2020
Q3 | $1.13M | Buy |
24,017
+359
| +2% | +$16.9K | 0.02% | 214 |
|
2020
Q2 | $965K | Buy |
23,658
+16,483
| +230% | +$672K | 0.02% | 219 |
|
2020
Q1 | $210K | Sell |
7,175
-1,536
| -18% | -$45K | 0.01% | 501 |
|
2019
Q4 | $477K | Buy |
8,711
+1,758
| +25% | +$96.3K | 0.01% | 312 |
|
2019
Q3 | $331K | Buy |
6,953
+927
| +15% | +$44.1K | 0.01% | 354 |
|
2019
Q2 | $298K | Buy |
+6,026
| New | +$298K | 0.01% | 344 |
|