Edgemoor Investment 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
2024 Q4	–	Sell	-4,675	Closed	-$255K	–	170
2024 Q3	$255K	Hold	4,675	–	–	0.02%	150
2024 Q2	$248K	Sell	4,675 -53	-1%	-$3.03K	0.02%	143
2024 Q1	$274K	Hold	4,728	–	–	0.03%	139
2023 Q4	$259K	Sell	4,728 -375	-7%	-$19.2K	0.03%	141
2023 Q3	$263K	Sell	5,103 -17	-0.3%	-$913	0.03%	139
2023 Q2	$273K	Sell	5,120 -25	-0.5%	-$1.33K	0.03%	132
2023 Q1	$282K	Sell	5,145 -10	-0.2%	-$563	0.03%	131
2022 Q4	$260K	Buy	5,155 +7	+0.1%	+$342	0.03%	148
2022 Q3	$226K	Sell	5,148 -54	-1%	-$2.74K	0.03%	133
2022 Q2	$268K	Buy	5,202 +24	+0.5%	+$1.54K	0.03%	132
2022 Q1	$330K	Buy	5,178 +375	+8%	+$22.6K	0.03%	128
2021 Q4	$272K	Hold	4,803	–	–	0.03%	130
2021 Q3	$276K	Hold	4,803	–	–	0.03%	114
2021 Q2	$304K	Hold	4,803	–	–	0.03%	111
2021 Q1	$307K	Hold	4,803	–	–	0.03%	108
2020 Q4	$267K	Sell	4,803 -458	-9%	-$23.6K	0.03%	109
2020 Q3	$248K	Buy	+5,261	New	+$236K	0.03%	113