Douglass Winthrop Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,743
| Closed | -$230K | – | 285 |
|
|
2024
Q4 | $230K | Sell |
5,743
-126
| -2% | -$5.88K | ﹤0.01% | 281 |
|
|
2024
Q3 | $321K | Buy |
5,869
+223
| +4% | +$11.8K | 0.01% | 239 |
|
|
2024
Q2 | $300K | Sell |
5,646
-598
| -10% | -$34.2K | 0.01% | 234 |
|
|
2024
Q1 | $362K | Buy |
6,244
+71
| +1% | +$3.92K | 0.01% | 218 |
|
|
2023
Q4 | $339K | Hold |
6,173
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $318K | Sell |
6,173
-2,972
| -32% | -$160K | 0.01% | 197 |
|
|
2023
Q2 | $487K | Hold |
9,145
| – | – | 0.01% | 171 |
|
|
2023
Q1 | $501K | Hold |
9,145
| – | – | 0.01% | 172 |
|
|
2022
Q4 | $461K | Sell |
9,145
-1,558
| -15% | -$76.1K | 0.01% | 179 |
|
|
2022
Q3 | $470K | Sell |
10,703
-1,057
| -9% | -$53.6K | 0.01% | 172 |
|
|
2022
Q2 | $607K | Buy |
11,760
+795
| +7% | +$50.9K | 0.02% | 155 |
|
|
2022
Q1 | $699K | Hold |
10,965
| – | – | 0.02% | 160 |
|
|
2021
Q4 | $622K | Hold |
10,965
| – | – | 0.01% | 177 |
|
|
2021
Q3 | $631K | Hold |
10,965
| – | – | 0.02% | 169 |
|
|
2021
Q2 | $694K | Sell |
10,965
-2,320
| -17% | -$153K | 0.02% | 169 |
|
|
2021
Q1 | $849K | Sell |
13,285
-4,440
| -25% | -$266K | 0.02% | 149 |
|
|
2020
Q4 | $984K | Hold |
17,725
| – | – | 0.03% | 126 |
|
|
2020
Q3 | $834K | Sell |
17,725
-883
| -5% | -$39.7K | 0.03% | 128 |
|
|
2020
Q2 | $758K | Buy |
18,608
+5,109
| +38% | +$187K | 0.03% | 126 |
|
|
2020
Q1 | $395K | Sell |
13,499
-318
| -2% | -$13.5K | 0.02% | 175 |
|
|
2019
Q4 | $756K | Sell |
13,817
-696
| -5% | -$36K | 0.03% | 149 |
|
|
2019
Q3 | $692K | Sell |
14,513
-1,760
| -11% | -$82.4K | 0.03% | 149 |
|
|
2019
Q2 | $802K | Buy |
+16,273
| New | +$859K | 0.03% | 135 |
|
Other funds holding DOW
