Crestwood Advisors Group’s Dow Inc DOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,466
Closed -$259K 502
2024
Q4
$259K Buy
6,466
+2,243
+53% +$90K ﹤0.01% 401
2024
Q3
$231K Buy
4,223
+8
+0.2% +$437 ﹤0.01% 405
2024
Q2
$224K Sell
4,215
-345
-8% -$18.3K ﹤0.01% 399
2024
Q1
$264K Buy
+4,560
New +$264K 0.01% 372