GSB Wealth Management’s Dow Inc DOW Stock Holding History

GSB Wealth Management’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 Q1	–	Sell	-11,291	Closed	-$453K	–	231
2024 Q4	$453K	Sell	11,291 -22,158	-66%	-$1.03M	0.12%	146
2024 Q3	$1.83M	Sell	33,449 -3,563	-10%	-$188K	0.47%	74
2024 Q2	$1.96M	Sell	37,012 -357	-1%	-$20.4K	0.54%	64
2024 Q1	$2.16M	Buy	37,369 +256	+0.7%	+$14.1K	0.61%	57
2023 Q4	$2.04M	Sell	37,113 -712	-2%	-$36.4K	0.63%	50
2023 Q3	$1.95M	Buy	37,825 +775	+2%	+$41.6K	0.65%	52
2023 Q2	$1.97M	Sell	37,050 -3,630	-9%	-$193K	0.64%	53
2023 Q1	$2.23M	Sell	40,680 -3,170	-7%	-$178K	0.73%	41
2022 Q4	$2.21M	Buy	43,850 +8,358	+24%	+$408K	0.79%	42
2022 Q3	$1.56M	Buy	35,492 +880	+3%	+$44.6K	0.57%	61
2022 Q2	$1.79M	Buy	34,612 +3,305	+11%	+$212K	0.61%	55
2022 Q1	$2M	Buy	31,307 +9,345	+43%	+$564K	0.58%	53
2021 Q4	$1.25M	Buy	+21,962	New	+$1.25M	0.36%	98
2021 Q3	–	Sell	-19,304	Closed	-$1.22M	–	172
2021 Q2	$1.22M	Sell	19,304 -1,853	-9%	-$122K	0.38%	87
2021 Q1	$1.35M	Buy	+21,157	New	+$1.27M	0.45%	77

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

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

Capital Research Global Investors

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

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