Forum Financial 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 | – | Sell |
-10,083
| Closed | -$352K | – | 964 |
|
|
2025
Q1 | $352K | Sell |
10,083
-1,394
| -12% | -$48.7K | 0.01% | 508 |
|
|
2024
Q4 | $461K | Buy |
11,477
+3,462
| +43% | +$139K | 0.01% | 406 |
|
|
2024
Q3 | $438K | Buy |
8,015
+275
| +4% | +$15K | 0.01% | 375 |
|
|
2024
Q2 | $411K | Buy |
7,740
+15
| +0.2% | +$796 | 0.01% | 369 |
|
|
2024
Q1 | $448K | Sell |
7,725
-393
| -5% | -$22.8K | 0.01% | 360 |
|
|
2023
Q4 | $445K | Sell |
8,118
-4,323
| -35% | -$237K | 0.01% | 319 |
|
|
2023
Q3 | $641K | Buy |
12,441
+29
| +0.2% | +$1.5K | 0.01% | 224 |
|
|
2023
Q2 | $661K | Buy |
12,412
+1,121
| +10% | +$59.7K | 0.01% | 231 |
|
|
2023
Q1 | $619K | Buy |
11,291
+43
| +0.4% | +$2.36K | 0.02% | 220 |
|
|
2022
Q4 | $567K | Sell |
11,248
-286
| -2% | -$14.4K | 0.02% | 228 |
|
|
2022
Q3 | $507K | Buy |
11,534
+921
| +9% | +$40.5K | 0.02% | 217 |
|
|
2022
Q2 | $548K | Buy |
10,613
+1,431
| +16% | +$73.9K | 0.03% | 210 |
|
|
2022
Q1 | $585K | Sell |
9,182
-103
| -1% | -$6.56K | 0.03% | 212 |
|
|
2021
Q4 | $527K | Buy |
+9,285
| New | +$527K | 0.03% | 228 |
|