Integrated Wealth Concepts’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 | $1.03M | Buy |
38,752
+5,348
| +16% | +$142K | 0.01% | 902 |
|
|
2025
Q1 | $1.17M | Buy |
33,404
+874
| +3% | +$30.5K | 0.01% | 766 |
|
|
2024
Q4 | $1.31M | Sell |
32,530
-4,440
| -12% | -$178K | 0.02% | 709 |
|
|
2024
Q3 | $2.02M | Sell |
36,970
-268
| -0.7% | -$14.6K | 0.02% | 545 |
|
|
2024
Q2 | $1.98M | Sell |
37,238
-987
| -3% | -$52.4K | 0.03% | 510 |
|
|
2024
Q1 | $2.21M | Sell |
38,225
-1,269
| -3% | -$73.5K | 0.03% | 488 |
|
|
2023
Q4 | $2.17M | Sell |
39,494
-5,367
| -12% | -$294K | 0.04% | 448 |
|
|
2023
Q3 | $2.31M | Sell |
44,861
-1,081
| -2% | -$55.7K | 0.04% | 405 |
|
|
2023
Q2 | $2.45M | Buy |
45,942
+3,524
| +8% | +$188K | 0.04% | 388 |
|
|
2023
Q1 | $2.33M | Buy |
42,418
+7,029
| +20% | +$385K | 0.05% | 356 |
|
|
2022
Q4 | $1.78M | Buy |
35,389
+12,422
| +54% | +$626K | 0.05% | 341 |
|
|
2022
Q3 | $1.01M | Sell |
22,967
-3,541
| -13% | -$156K | 0.03% | 422 |
|
|
2022
Q2 | $1.37M | Buy |
26,508
+6,022
| +29% | +$311K | 0.04% | 363 |
|
|
2022
Q1 | $1.31M | Buy |
20,486
+7,812
| +62% | +$498K | 0.04% | 341 |
|
|
2021
Q4 | $719K | Buy |
12,674
+15
| +0.1% | +$851 | 0.02% | 520 |
|
|
2021
Q3 | $729K | Buy |
12,659
+7,677
| +154% | +$442K | 0.02% | 480 |
|
|
2021
Q2 | $315K | Sell |
4,982
-317
| -6% | -$20K | 0.01% | 643 |
|
|
2021
Q1 | $339K | Buy |
5,299
+858
| +19% | +$54.9K | 0.01% | 557 |
|
|
2020
Q4 | $246K | Buy |
4,441
+36
| +0.8% | +$1.99K | 0.01% | 552 |
|
|
2020
Q3 | $207K | Buy |
+4,405
| New | +$207K | 0.01% | 539 |
|
|
2020
Q1 | – | Sell |
-4,122
| Closed | -$226K | – | 427 |
|
|
2019
Q4 | $226K | Buy |
+4,122
| New | +$226K | 0.02% | 433 |
|