GWM
Guardian Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36
| Closed | -$1.28K | – | 104 |
|
|
2025
Q1 | $1.28K | Sell |
36
-1
| -3% | -$36 | ﹤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 | +$2.01K | ﹤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% | -$3.03K | ﹤0.01% | 197 |
|
|
2022
Q4 | $6.37K | Hold |
126
| – | – | 0.01% | 187 |
|
|
2022
Q3 | $6K | Buy |
126
+1
| +0.8% | +$48 | 0.01% | 181 |
|
|
2022
Q2 | $6K | Buy |
125
+1
| +0.8% | +$48 | 0.01% | 179 |
|
|
2022
Q1 | $8K | Hold |
124
| – | – | 0.01% | 179 |
|
|
2021
Q4 | $7K | Buy |
+124
| New | +$7K | 0.01% | 178 |
|