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GWMI
Guardian Wealth Management (Illinois)’s
Dow Inc
DOW
Stock Holding History
Guardian Wealth Management (Illinois)’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
-36
Closed
-$1.28K
–
104
2025
Q1
$1.28K
Sell
36
-1
-3%
-$38
﹤0.01%
213
2024
Q4
$1.47K
Hold
37
–
–
﹤0.01%
217
2024
Q3
$2.02K
Hold
37
–
–
﹤0.01%
218
2024
Q2
$1.94K
Hold
37
–
–
﹤0.01%
217
2024
Q1
$2.12K
Hold
37
–
–
﹤0.01%
206
2023
Q4
$2.01K
Buy
+37
New
+$1.89K
﹤0.01%
218
2023
Q3
–
Sell
-71
Closed
-$3.8K
–
231
2023
Q2
$3.8K
Hold
71
–
–
﹤0.01%
190
2023
Q1
$3.91K
Sell
71
-55
-44%
-$3.09K
﹤0.01%
197
2022
Q4
$6.37K
Hold
126
–
–
0.01%
187
2022
Q3
$6K
Buy
126
+1
+0.8%
+$51
0.01%
181
2022
Q2
$6K
Buy
125
+1
+0.8%
+$64
0.01%
179
2022
Q1
$8K
Hold
124
–
–
0.01%
179
2021
Q4
$7K
Buy
+124
New
+$7.07K
0.01%
178
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1-Year Est. Return
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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