Evergreen Capital Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Buy |
+369,015
| New | +$9.77M | 0.29% | 91 |
|
|
2025
Q1 | – | Sell |
-20,758
| Closed | -$833K | – | 1115 |
|
|
2024
Q4 | $833K | Sell |
20,758
-6,008
| -22% | -$241K | 0.03% | 374 |
|
|
2024
Q3 | $1.46M | Buy |
26,766
+260
| +1% | +$14.2K | 0.05% | 286 |
|
|
2024
Q2 | $1.41M | Buy |
26,506
+372
| +1% | +$19.7K | 0.05% | 275 |
|
|
2024
Q1 | $1.51M | Sell |
26,134
-2,091
| -7% | -$121K | 0.06% | 256 |
|
|
2023
Q4 | $1.55M | Buy |
28,225
+6,806
| +32% | +$373K | 0.06% | 247 |
|
|
2023
Q3 | $1.1M | Buy |
21,419
+70
| +0.3% | +$3.61K | 0.05% | 275 |
|
|
2023
Q2 | $1.14M | Buy |
21,349
+4,827
| +29% | +$257K | 0.05% | 275 |
|
|
2023
Q1 | $906K | Buy |
16,522
+1,998
| +14% | +$110K | 0.04% | 286 |
|
|
2022
Q4 | $732K | Buy |
14,524
+3,894
| +37% | +$196K | 0.03% | 312 |
|
|
2022
Q3 | $467K | Buy |
10,630
+791
| +8% | +$34.8K | 0.02% | 350 |
|
|
2022
Q2 | $508K | Sell |
9,839
-1,018
| -9% | -$52.6K | 0.03% | 328 |
|
|
2022
Q1 | $692K | Buy |
10,857
+1,716
| +19% | +$109K | 0.03% | 327 |
|
|
2021
Q4 | $518K | Sell |
9,141
-32,254
| -78% | -$1.83M | 0.02% | 371 |
|
|
2021
Q3 | $2.38M | Buy |
41,395
+1,613
| +4% | +$92.9K | 0.11% | 195 |
|
|
2021
Q2 | $2.52M | Buy |
39,782
+1,043
| +3% | +$66K | 0.12% | 180 |
|
|
2021
Q1 | $2.48M | Buy |
38,739
+34,922
| +915% | +$2.23M | 0.13% | 171 |
|
|
2020
Q4 | $212K | Buy |
+3,817
| New | +$212K | 0.01% | 407 |
|
|
2020
Q1 | – | Sell |
-5,270
| Closed | -$288K | – | 405 |
|
|
2019
Q4 | $288K | Buy |
5,270
+318
| +6% | +$17.4K | 0.02% | 361 |
|
|
2019
Q3 | $236K | Buy |
4,952
+268
| +6% | +$12.8K | 0.02% | 359 |
|
|
2019
Q2 | $231K | Buy |
+4,684
| New | +$231K | 0.02% | 357 |
|