Dynamic Advisor Solutions’s Dow Inc DOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$516K Sell
19,479
-10,513
-35% -$278K 0.02% 597
2025
Q1
$1.05M Buy
29,992
+20,991
+233% +$733K 0.03% 404
2024
Q4
$361K Sell
9,001
-17,326
-66% -$695K 0.02% 493
2024
Q3
$1.44M Buy
26,327
+7,112
+37% +$389K 0.04% 366
2024
Q2
$1.02M Sell
19,215
-900
-4% -$47.7K 0.03% 452
2024
Q1
$1.17M Sell
20,115
-1,123
-5% -$65.1K 0.04% 412
2023
Q4
$1.16M Sell
21,238
-2,013
-9% -$110K 0.04% 386
2023
Q3
$1.2M Buy
23,251
+2,396
+11% +$124K 0.06% 314
2023
Q2
$1.11M Sell
20,855
-1,709
-8% -$91K 0.06% 316
2023
Q1
$1.24M Sell
22,564
-635
-3% -$34.8K 0.07% 279
2022
Q4
$1.17M Sell
23,199
-7,815
-25% -$394K 0.08% 253
2022
Q3
$1.36M Buy
31,014
+4,200
+16% +$184K 0.1% 203
2022
Q2
$1.38M Buy
26,814
+1,190
+5% +$61.4K 0.11% 209
2022
Q1
$1.63M Buy
25,624
+15,102
+144% +$962K 0.11% 190
2021
Q4
$597K Sell
10,522
-1,447
-12% -$82.1K 0.04% 386
2021
Q3
$689K Sell
11,969
-2,226
-16% -$128K 0.05% 372
2021
Q2
$898K Buy
14,195
+5,214
+58% +$330K 0.07% 296
2021
Q1
$574K Sell
8,981
-230
-2% -$14.7K 0.05% 342
2020
Q4
$511K Buy
9,211
+922
+11% +$51.2K 0.05% 358
2020
Q3
$390K Sell
8,289
-7,192
-46% -$338K 0.04% 364
2020
Q2
$631K Buy
15,481
+5,893
+61% +$240K 0.09% 244
2020
Q1
$280K Buy
9,588
+2,951
+44% +$86.2K 0.05% 345
2019
Q4
$363K Buy
6,637
+500
+8% +$27.3K 0.05% 368
2019
Q3
$292K Buy
6,137
+94
+2% +$4.47K 0.05% 383
2019
Q2
$298K Buy
+6,043
New +$298K 0.05% 359