GWM
GSB Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,291
| Closed | -$453K | – | 231 |
|
|
2024
Q4 | $453K | Sell |
11,291
-22,158
| -66% | -$889K | 0.12% | 146 |
|
|
2024
Q3 | $1.83M | Sell |
33,449
-3,563
| -10% | -$195K | 0.47% | 74 |
|
|
2024
Q2 | $1.96M | Sell |
37,012
-357
| -1% | -$18.9K | 0.54% | 64 |
|
|
2024
Q1 | $2.16M | Buy |
37,369
+256
| +0.7% | +$14.8K | 0.61% | 57 |
|
|
2023
Q4 | $2.04M | Sell |
37,113
-712
| -2% | -$39K | 0.63% | 50 |
|
|
2023
Q3 | $1.95M | Buy |
37,825
+775
| +2% | +$40K | 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% | -$174K | 0.73% | 41 |
|
|
2022
Q4 | $2.21M | Buy |
43,850
+8,358
| +24% | +$421K | 0.79% | 42 |
|
|
2022
Q3 | $1.56M | Buy |
35,492
+880
| +3% | +$38.7K | 0.57% | 61 |
|
|
2022
Q2 | $1.79M | Buy |
34,612
+3,305
| +11% | +$171K | 0.61% | 55 |
|
|
2022
Q1 | $2M | Buy |
31,307
+9,345
| +43% | +$595K | 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% | -$117K | 0.38% | 87 |
|
|
2021
Q1 | $1.35M | Buy |
+21,157
| New | +$1.35M | 0.45% | 77 |
|