Institute for Wealth Management’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 | $234K | Sell |
8,847
-305
| -3% | -$8.08K | 0.03% | 501 |
|
|
2025
Q1 | $320K | Sell |
9,152
-675
| -7% | -$23.6K | 0.04% | 397 |
|
|
2024
Q4 | $394K | Sell |
9,827
-607
| -6% | -$24.4K | 0.05% | 337 |
|
|
2024
Q3 | $570K | Sell |
10,434
-35
| -0.3% | -$1.91K | 0.07% | 270 |
|
|
2024
Q2 | $555K | Sell |
10,469
-31
| -0.3% | -$1.65K | 0.07% | 260 |
|
|
2024
Q1 | $608K | Buy |
10,500
+58
| +0.6% | +$3.36K | 0.08% | 247 |
|
|
2023
Q4 | $573K | Sell |
10,442
-147
| -1% | -$8.06K | 0.09% | 238 |
|
|
2023
Q3 | $546K | Sell |
10,589
-35
| -0.3% | -$1.81K | 0.1% | 237 |
|
|
2023
Q2 | $566K | Sell |
10,624
-159
| -1% | -$8.47K | 0.1% | 231 |
|
|
2023
Q1 | $591K | Sell |
10,783
-257
| -2% | -$14.1K | 0.11% | 226 |
|
|
2022
Q4 | $556K | Sell |
11,040
-1,290
| -10% | -$65K | 0.12% | 234 |
|
|
2022
Q3 | $542K | Sell |
12,330
-38
| -0.3% | -$1.67K | 0.12% | 221 |
|
|
2022
Q2 | $638K | Sell |
12,368
-6
| -0% | -$310 | 0.13% | 201 |
|
|
2022
Q1 | $788K | Sell |
12,374
-116
| -0.9% | -$7.39K | 0.13% | 195 |
|
|
2021
Q4 | $708K | Buy |
12,490
+136
| +1% | +$7.71K | 0.12% | 213 |
|
|
2021
Q3 | $711K | Sell |
12,354
-66
| -0.5% | -$3.8K | 0.12% | 201 |
|
|
2021
Q2 | $786K | Sell |
12,420
-48
| -0.4% | -$3.04K | 0.14% | 184 |
|
|
2021
Q1 | $797K | Buy |
12,468
+17
| +0.1% | +$1.09K | 0.15% | 177 |
|
|
2020
Q4 | $691K | Buy |
12,451
+1,095
| +10% | +$60.8K | 0.14% | 191 |
|
|
2020
Q3 | $534K | Sell |
11,356
-86
| -0.8% | -$4.04K | 0.12% | 214 |
|
|
2020
Q2 | $466K | Buy |
11,442
+163
| +1% | +$6.64K | 0.11% | 245 |
|
|
2020
Q1 | $330K | Buy |
11,279
+1,026
| +10% | +$30K | 0.1% | 257 |
|
|
2019
Q4 | $561K | Sell |
10,253
-4,642
| -31% | -$254K | 0.13% | 229 |
|
|
2019
Q3 | $710K | Sell |
14,895
-2,975
| -17% | -$142K | 0.18% | 166 |
|
|
2019
Q2 | $881K | Buy |
+17,870
| New | +$881K | 0.2% | 150 |
|