EWA
EP Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
13,011
-1,371
| -10% | -$36.3K | ﹤0.01% | 939 |
|
|
2025
Q1 | $502K | Sell |
14,382
-3,303
| -19% | -$115K | ﹤0.01% | 708 |
|
|
2024
Q4 | $710K | Sell |
17,685
-4,236
| -19% | -$170K | 0.01% | 589 |
|
|
2024
Q3 | $1.2M | Buy |
21,921
+5,346
| +32% | +$292K | 0.01% | 456 |
|
|
2024
Q2 | $879K | Sell |
16,575
-203
| -1% | -$10.8K | 0.01% | 419 |
|
|
2024
Q1 | $972K | Sell |
16,778
-612
| -4% | -$35.5K | 0.01% | 383 |
|
|
2023
Q4 | $954K | Sell |
17,390
-504
| -3% | -$27.6K | 0.01% | 374 |
|
|
2023
Q3 | $923K | Sell |
17,894
-4,980
| -22% | -$257K | 0.01% | 345 |
|
|
2023
Q2 | $944K | Buy |
22,874
+49
| +0.2% | +$2.02K | 0.01% | 345 |
|
|
2023
Q1 | $3.47M | Buy |
22,825
+6,192
| +37% | +$941K | 0.06% | 170 |
|
|
2022
Q4 | $838K | Buy |
16,633
+2,368
| +17% | +$119K | 0.02% | 311 |
|
|
2022
Q3 | $627K | Sell |
14,265
-5,446
| -28% | -$239K | 0.01% | 269 |
|
|
2022
Q2 | $1.02M | Buy |
19,711
+1,018
| +5% | +$52.5K | 0.02% | 256 |
|
|
2022
Q1 | $1.19M | Buy |
18,693
+1,709
| +10% | +$109K | 0.03% | 252 |
|
|
2021
Q4 | $963K | Buy |
16,984
+4,448
| +35% | +$252K | 0.02% | 263 |
|
|
2021
Q3 | $722K | Buy |
12,536
+2,052
| +20% | +$118K | 0.02% | 275 |
|
|
2021
Q2 | $663K | Buy |
10,484
+278
| +3% | +$17.6K | 0.02% | 292 |
|
|
2021
Q1 | $653K | Buy |
10,206
+2,053
| +25% | +$131K | 0.02% | 277 |
|
|
2020
Q4 | $452K | Buy |
+8,153
| New | +$452K | 0.02% | 281 |
|
|
2020
Q1 | – | Sell |
-25,000
| Closed | -$1.37M | – | 386 |
|
|
2019
Q4 | $1.37M | Sell |
25,000
-1,649
| -6% | -$90.2K | 0.06% | 157 |
|
|
2019
Q3 | $1.27M | Sell |
26,649
-1,261
| -5% | -$60.1K | 0.06% | 127 |
|
|
2019
Q2 | $1.38M | Buy |
+27,910
| New | +$1.38M | 0.09% | 100 |
|