Foundations Investment Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
20,571
+5,914
| +40% | +$157K | 0.01% | 553 |
|
|
2025
Q1 | $512K | Sell |
14,657
-1,376
| -9% | -$48.1K | 0.01% | 576 |
|
|
2024
Q4 | $643K | Buy |
16,033
+744
| +5% | +$29.9K | 0.01% | 487 |
|
|
2024
Q3 | $835K | Buy |
15,289
+641
| +4% | +$35K | 0.02% | 397 |
|
|
2024
Q2 | $777K | Buy |
14,648
+1,320
| +10% | +$70K | 0.02% | 394 |
|
|
2024
Q1 | $772K | Sell |
13,328
-866
| -6% | -$50.2K | 0.02% | 372 |
|
|
2023
Q4 | $760K | Buy |
14,194
+571
| +4% | +$30.6K | 0.02% | 353 |
|
|
2023
Q3 | $702K | Buy |
13,623
+1,047
| +8% | +$54K | 0.02% | 331 |
|
|
2023
Q2 | $670K | Buy |
12,576
+1,635
| +15% | +$87.1K | 0.02% | 309 |
|
|
2023
Q1 | $600K | Sell |
10,941
-860
| -7% | -$47.1K | 0.02% | 300 |
|
|
2022
Q4 | $595K | Buy |
11,801
+1,820
| +18% | +$91.7K | 0.02% | 259 |
|
|
2022
Q3 | $438K | Sell |
9,981
-195
| -2% | -$8.56K | 0.02% | 271 |
|
|
2022
Q2 | $521K | Buy |
10,176
+611
| +6% | +$31.3K | 0.02% | 218 |
|
|
2022
Q1 | $626K | Sell |
9,565
-567
| -6% | -$37.1K | 0.02% | 171 |
|
|
2021
Q4 | $600K | Buy |
10,132
+3,158
| +45% | +$187K | 0.02% | 179 |
|
|
2021
Q3 | $412K | Buy |
6,974
+405
| +6% | +$23.9K | 0.02% | 214 |
|
|
2021
Q2 | $414K | Sell |
6,569
-484
| -7% | -$30.5K | 0.02% | 191 |
|
|
2021
Q1 | $451K | Sell |
7,053
-2,212
| -24% | -$141K | 0.03% | 145 |
|
|
2020
Q4 | $539K | Sell |
9,265
-9,047
| -49% | -$526K | 0.04% | 111 |
|
|
2020
Q3 | $866K | Sell |
18,312
-9,594
| -34% | -$454K | 0.19% | 81 |
|
|
2020
Q2 | $1.16M | Sell |
27,906
-3,136
| -10% | -$130K | 0.1% | 66 |
|
|
2020
Q1 | $839K | Buy |
+31,042
| New | +$839K | 0.1% | 55 |
|