DWM
Dakota Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,271
| Closed | -$708K | – | 777 |
|
|
2025
Q1 | $708K | Buy |
20,271
+2,041
| +11% | +$71.3K | 0.02% | 442 |
|
|
2024
Q4 | $732K | Sell |
18,230
-1,181
| -6% | -$47.4K | 0.02% | 427 |
|
|
2024
Q3 | $1.06M | Sell |
19,411
-864
| -4% | -$47.2K | 0.02% | 357 |
|
|
2024
Q2 | $1.08M | Buy |
20,275
+308
| +2% | +$16.3K | 0.03% | 353 |
|
|
2024
Q1 | $1.16M | Buy |
+19,967
| New | +$1.16M | 0.03% | 345 |
|
|
2023
Q3 | – | Sell |
-5,331
| Closed | -$284K | – | 662 |
|
|
2023
Q2 | $284K | Buy |
+5,331
| New | +$284K | 0.01% | 491 |
|
|
2022
Q4 | – | Sell |
-7,203
| Closed | -$316K | – | 600 |
|
|
2022
Q3 | $316K | Buy |
7,203
+574
| +9% | +$25.2K | 0.03% | 410 |
|
|
2022
Q2 | $343K | Buy |
+6,629
| New | +$343K | 0.03% | 346 |
|
|
2021
Q4 | – | Sell |
-4,087
| Closed | -$235K | – | 389 |
|
|
2021
Q3 | $235K | Sell |
4,087
-15,519
| -79% | -$892K | 0.03% | 310 |
|
|
2021
Q2 | $1.24M | Sell |
19,606
-82,570
| -81% | -$5.23M | 0.15% | 139 |
|
|
2021
Q1 | $6.53M | Buy |
102,176
+81,124
| +385% | +$5.19M | 0.86% | 29 |
|
|
2020
Q4 | $1.17M | Buy |
21,052
+9,232
| +78% | +$512K | 0.15% | 135 |
|
|
2020
Q3 | $556K | Buy |
+11,820
| New | +$556K | 0.09% | 160 |
|
|
2019
Q3 | – | Sell |
-13,762
| Closed | -$679K | – | 314 |
|
|
2019
Q2 | $679K | Buy |
+13,762
| New | +$679K | 0.13% | 150 |
|