Howe & Rusling’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
$264K Sell
9,981
-68
-0.7% -$1.8K 0.02% 250
2025
Q1
$351K Buy
10,049
+222
+2% +$7.75K 0.03% 197
2024
Q4
$394K Sell
9,827
-22
-0.2% -$883 0.03% 183
2024
Q3
$538K Sell
9,849
-19
-0.2% -$1.04K 0.05% 149
2024
Q2
$523K Buy
9,868
+5
+0.1% +$265 0.05% 145
2024
Q1
$571K Buy
9,863
+80
+0.8% +$4.63K 0.05% 138
2023
Q4
$537K Hold
9,783
0.06% 133
2023
Q3
$504K Sell
9,783
-21
-0.2% -$1.08K 0.06% 128
2023
Q2
$522K Sell
9,804
-60
-0.6% -$3.2K 0.06% 132
2023
Q1
$541K Sell
9,864
-293
-3% -$16.1K 0.06% 129
2022
Q4
$512K Sell
10,157
-68
-0.7% -$3.43K 0.06% 127
2022
Q3
$449K Buy
10,225
+388
+4% +$17K 0.06% 133
2022
Q2
$508K Buy
9,837
+8,534
+655% +$441K 0.06% 127
2022
Q1
$83K Hold
1,303
0.01% 270
2021
Q4
$74K Sell
1,303
-56
-4% -$3.18K 0.01% 284
2021
Q3
$78K Buy
1,359
+56
+4% +$3.21K 0.01% 260
2021
Q2
$82K Sell
1,303
-174
-12% -$11K 0.01% 248
2021
Q1
$94K Buy
1,477
+117
+9% +$7.45K 0.01% 240
2020
Q4
$75K Buy
1,360
+326
+32% +$18K 0.01% 251
2020
Q3
$49K Hold
1,034
0.01% 267
2020
Q2
$42K Sell
1,034
-213
-17% -$8.65K 0.01% 271
2020
Q1
$36K Buy
1,247
+428
+52% +$12.4K 0.01% 283
2019
Q4
$45K Sell
819
-277
-25% -$15.2K 0.01% 300
2019
Q3
$52K Sell
1,096
-53,370
-98% -$2.53M 0.01% 294
2019
Q2
$2.69M Buy
+54,466
New +$2.69M 0.46% 58