FSC Wealth Advisors’s Dow Inc DOW Stock Holding History

FSC Wealth Advisors’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-424	Closed	-$14.8K	–	119
2025 Q1	$14.8K	Buy	424 +3	+0.7%	+$115	0.01%	184
2024 Q4	$16.9K	Buy	421 +4	+1%	+$187	0.01%	177
2024 Q3	$22.8K	Buy	417 +2	+0.5%	+$106	0.02%	152
2024 Q2	$22K	Sell	415 -997	-71%	-$57K	0.02%	143
2024 Q1	$81.8K	Sell	1,412 -198	-12%	-$10.9K	0.06%	75
2023 Q4	$88.3K	Buy	1,610 +103	+7%	+$5.26K	0.06%	74
2023 Q3	$77.7K	Buy	1,507 +2	+0.1%	+$107	0.08%	57
2023 Q2	$80.1K	Buy	1,505 +183	+14%	+$9.73K	0.07%	55
2023 Q1	$72.5K	Buy	1,322 +195	+17%	+$11K	0.11%	46
2022 Q4	$56.8K	Hold	1,127	–	–	0.1%	46
2022 Q3	$50K	Buy	1,127 +100	+10%	+$5.07K	0.48%	43
2022 Q2	$53K	Hold	1,027	–	–	0.47%	49
2022 Q1	$65K	Sell	1,027 -9	-0.9%	-$543	0.06%	57
2021 Q4	$59K	Buy	+1,036	New	+$59.1K	0.04%	67

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return