FMWA
Forvis Mazars Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,871
| Closed | -$303K | – | 390 |
|
|
2023
Q3 | $303K | Sell |
5,871
-84
| -1% | -$4.33K | 0.01% | 332 |
|
|
2023
Q2 | $317K | Buy |
5,955
+85
| +1% | +$4.53K | 0.01% | 352 |
|
|
2023
Q1 | $322K | Sell |
5,870
-1,041
| -15% | -$57.1K | 0.01% | 324 |
|
|
2022
Q4 | $348K | Sell |
6,911
-1,044
| -13% | -$52.6K | 0.01% | 306 |
|
|
2022
Q3 | $350K | Buy |
7,955
+689
| +9% | +$30.3K | 0.01% | 300 |
|
|
2022
Q2 | $375K | Buy |
7,266
+1,809
| +33% | +$93.4K | 0.02% | 289 |
|
|
2022
Q1 | $348K | Buy |
5,457
+915
| +20% | +$58.4K | 0.01% | 224 |
|
|
2021
Q4 | $257K | Buy |
4,542
+29
| +0.6% | +$1.64K | 0.01% | 251 |
|
|
2021
Q3 | $259K | Buy |
4,513
+1,064
| +31% | +$61.1K | 0.01% | 235 |
|
|
2021
Q2 | $219K | Sell |
3,449
-2,341
| -40% | -$149K | 0.01% | 246 |
|
|
2021
Q1 | $370K | Sell |
5,790
-1,015
| -15% | -$64.9K | 0.02% | 204 |
|
|
2020
Q4 | $378K | Buy |
6,805
+1,798
| +36% | +$99.9K | 0.02% | 260 |
|
|
2020
Q3 | $236K | Buy |
+5,007
| New | +$236K | 0.01% | 289 |
|