HWA
HHM Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Hold |
927
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $32.4K | Hold |
927
| – | – | ﹤0.01% | 433 |
|
|
2024
Q4 | $37.2K | Hold |
927
| – | – | 0.01% | 402 |
|
|
2024
Q3 | $50.6K | Hold |
927
| – | – | 0.01% | 340 |
|
|
2024
Q2 | $49.2K | Hold |
927
| – | – | 0.01% | 345 |
|
|
2024
Q1 | $53.7K | Hold |
927
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $50.8K | Hold |
927
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $47.8K | Hold |
927
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $49.4K | Hold |
927
| – | – | 0.01% | 284 |
|
|
2023
Q1 | $50.8K | Hold |
927
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $46.7K | Hold |
927
| – | – | 0.01% | 254 |
|
|
2022
Q3 | $41K | Sell |
927
-200
| -18% | -$8.85K | 0.01% | 257 |
|
|
2022
Q2 | $58K | Hold |
1,127
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $72K | Hold |
1,127
| – | – | 0.02% | 254 |
|
|
2021
Q4 | $64K | Hold |
1,127
| – | – | 0.02% | 278 |
|
|
2021
Q3 | $65K | Hold |
1,127
| – | – | 0.02% | 264 |
|
|
2021
Q2 | $71K | Hold |
1,127
| – | – | 0.02% | 249 |
|
|
2021
Q1 | $72K | Sell |
1,127
-108
| -9% | -$6.9K | 0.02% | 227 |
|
|
2020
Q4 | $69K | Sell |
1,235
-49
| -4% | -$2.74K | 0.02% | 218 |
|
|
2020
Q3 | $60K | Hold |
1,284
| – | – | 0.02% | 202 |
|
|
2020
Q2 | $52K | Sell |
1,284
-139
| -10% | -$5.63K | 0.02% | 219 |
|
|
2020
Q1 | $42K | Buy |
+1,423
| New | +$42K | 0.02% | 221 |
|