HWM
Hohimer Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
17,125
+1,961
| +13% | +$51.9K | 0.08% | 168 |
|
|
2025
Q1 | $530K | Sell |
15,164
-281
| -2% | -$9.81K | 0.1% | 154 |
|
|
2024
Q4 | $620K | Hold |
15,445
| – | – | 0.12% | 137 |
|
|
2024
Q3 | $844K | Hold |
15,445
| – | – | 0.18% | 122 |
|
|
2024
Q2 | $819K | Sell |
15,445
-16,946
| -52% | -$899K | 0.19% | 131 |
|
|
2024
Q1 | $1.88M | Sell |
32,391
-267
| -0.8% | -$15.5K | 0.44% | 77 |
|
|
2023
Q4 | $1.79M | Buy |
32,658
+790
| +2% | +$43.3K | 0.45% | 74 |
|
|
2023
Q3 | $1.64M | Hold |
31,868
| – | – | 0.47% | 68 |
|
|
2023
Q2 | $1.7M | Buy |
31,868
+957
| +3% | +$51K | 0.47% | 67 |
|
|
2023
Q1 | $1.69M | Buy |
30,911
+10,822
| +54% | +$593K | 0.49% | 65 |
|
|
2022
Q4 | $1.01M | Buy |
20,089
+2,888
| +17% | +$146K | 0.32% | 67 |
|
|
2022
Q3 | $756K | Sell |
17,201
-2
| -0% | -$88 | 0.24% | 110 |
|
|
2022
Q2 | $888K | Sell |
17,203
-164
| -0.9% | -$8.47K | 0.26% | 101 |
|
|
2022
Q1 | $1.11M | Hold |
17,367
| – | – | 0.22% | 119 |
|
|
2021
Q4 | $985K | Sell |
17,367
-172
| -1% | -$9.76K | 0.21% | 120 |
|
|
2021
Q3 | $1.01M | Sell |
17,539
-332
| -2% | -$19.1K | 0.21% | 119 |
|
|
2021
Q2 | $1.13M | Buy |
17,871
+378
| +2% | +$23.9K | 0.23% | 116 |
|
|
2021
Q1 | $1.12M | Sell |
17,493
-4,461
| -20% | -$285K | 0.27% | 102 |
|
|
2020
Q4 | $1.22M | Sell |
21,954
-27,342
| -55% | -$1.52M | 0.32% | 97 |
|
|
2020
Q3 | $2.41M | Sell |
49,296
-4,260
| -8% | -$208K | 0.69% | 43 |
|
|
2020
Q2 | $2.18M | Sell |
53,556
-43,535
| -45% | -$1.77M | 0.75% | 40 |
|
|
2020
Q1 | $3.34M | Buy |
97,091
+62,121
| +178% | +$2.14M | 1.41% | 11 |
|
|
2019
Q4 | $1.91M | Buy |
+34,970
| New | +$1.91M | 0.67% | 51 |
|