EP Wealth 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
Q2 | $345K | Sell |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $710K | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $879K | Sell |
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|
2024
Q1 | $972K | Sell |
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|
2023
Q4 | $954K | Sell |
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|
2023
Q3 | $923K | Sell |
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|
2023
Q2 | $944K | Buy |
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|
2023
Q1 | $3.47M | Buy |
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|
2022
Q4 | $838K | Buy |
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|
2022
Q3 | $627K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $963K | Buy |
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|
2021
Q3 | $722K | Buy |
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|
2021
Q2 | $663K | Buy |
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|
2021
Q1 | $653K | Buy |
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|
2020
Q4 | $452K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.37M | Sell |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.38M | Buy |
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