GeoWealth 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 | $24.6K | Sell |
930
-845
| -48% | -$22.4K | ﹤0.01% | 1037 |
|
|
2025
Q1 | $62K | Sell |
1,775
-3,380
| -66% | -$118K | ﹤0.01% | 866 |
|
|
2024
Q4 | $207K | Sell |
5,155
-2,145
| -29% | -$86.1K | 0.01% | 755 |
|
|
2024
Q3 | $399K | Sell |
7,300
-837
| -10% | -$45.7K | 0.01% | 522 |
|
|
2024
Q2 | $432K | Buy |
8,137
+1,108
| +16% | +$58.8K | 0.02% | 470 |
|
|
2024
Q1 | $407K | Buy |
7,029
+1,510
| +27% | +$87.5K | 0.02% | 492 |
|
|
2023
Q4 | $302K | Buy |
+5,519
| New | +$302K | 0.03% | 412 |
|
|
2022
Q3 | – | Sell |
-4,970
| Closed | -$256K | – | 354 |
|
|
2022
Q2 | $256K | Sell |
4,970
-370
| -7% | -$19.1K | 0.03% | 220 |
|
|
2022
Q1 | $340K | Sell |
5,340
-1,985
| -27% | -$126K | 0.03% | 251 |
|
|
2021
Q4 | $415K | Buy |
7,325
+105
| +1% | +$5.95K | 0.03% | 226 |
|
|
2021
Q3 | $415K | Sell |
7,220
-100
| -1% | -$5.75K | 0.03% | 235 |
|
|
2021
Q2 | $463K | Buy |
7,320
+1,073
| +17% | +$67.9K | 0.06% | 154 |
|
|
2021
Q1 | $399K | Buy |
+6,247
| New | +$399K | 0.06% | 139 |
|