Herold Advisors’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 | $202K | Buy |
7,621
+553
| +8% | +$14.6K | 0.04% | 296 |
|
|
2025
Q1 | $247K | Sell |
7,068
-195
| -3% | -$6.81K | 0.05% | 245 |
|
|
2024
Q4 | $292K | Sell |
7,263
-197
| -3% | -$7.91K | 0.06% | 224 |
|
|
2024
Q3 | $408K | Sell |
7,460
-97
| -1% | -$5.3K | 0.09% | 202 |
|
|
2024
Q2 | $401K | Sell |
7,557
-297
| -4% | -$15.8K | 0.09% | 199 |
|
|
2024
Q1 | $455K | Sell |
7,854
-539
| -6% | -$31.2K | 0.11% | 189 |
|
|
2023
Q4 | $460K | Sell |
8,393
-149
| -2% | -$8.17K | 0.13% | 166 |
|
|
2023
Q3 | $440K | Buy |
8,542
+907
| +12% | +$46.8K | 0.13% | 169 |
|
|
2023
Q2 | $407K | Sell |
7,635
-421
| -5% | -$22.4K | 0.12% | 174 |
|
|
2023
Q1 | $442K | Buy |
8,056
+69
| +0.9% | +$3.78K | 0.15% | 153 |
|
|
2022
Q4 | $402K | Buy |
7,987
+204
| +3% | +$10.3K | 0.17% | 133 |
|
|
2022
Q3 | $341K | Sell |
7,783
-46
| -0.6% | -$2.02K | 0.16% | 135 |
|
|
2022
Q2 | $404K | Buy |
7,829
+3
| +0% | +$155 | 0.18% | 133 |
|
|
2022
Q1 | $499K | Buy |
7,826
+553
| +8% | +$35.2K | 0.18% | 128 |
|
|
2021
Q4 | $412K | Sell |
7,273
-52
| -0.7% | -$2.95K | 0.16% | 142 |
|
|
2021
Q3 | $421K | Buy |
+7,325
| New | +$421K | 0.16% | 137 |
|