J.W. Coons Advisors’s Dow Inc DOW Stock Holding History

J.W. Coons Advisors’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$320K	Hold	12,074	–	–	0.07%	198
2025 Q1	$422K	Sell	12,074 -1,422	-11%	-$54.6K	0.11%	161
2024 Q4	$542K	Sell	13,496 -640	-5%	-$29.9K	0.14%	138
2024 Q3	$772K	Sell	14,136 -167	-1%	-$8.81K	0.19%	112
2024 Q2	$759K	Buy	14,303 +69	+0.5%	+$3.94K	0.18%	111
2024 Q1	$825K	Sell	14,234 -220	-2%	-$12.2K	0.19%	105
2023 Q4	$793K	Hold	14,454	–	–	0.21%	110
2023 Q3	$745K	Sell	14,454 -315	-2%	-$16.9K	0.22%	107
2023 Q2	$787K	Sell	14,769 -2,015	-12%	-$107K	0.21%	104
2023 Q1	$920K	Buy	16,784 +867	+5%	+$48.8K	0.26%	88
2022 Q4	$802K	Buy	15,917 +1,582	+11%	+$77.3K	0.24%	100
2022 Q3	$630K	Buy	14,335 +465	+3%	+$23.6K	0.24%	112
2022 Q2	$715K	Buy	13,870 +2,405	+21%	+$154K	0.25%	104
2022 Q1	$731K	Buy	11,465 +1,050	+10%	+$63.3K	0.22%	120
2021 Q4	$591K	Buy	10,415 +164	+2%	+$9.35K	0.18%	135
2021 Q3	$591K	Hold	10,251	–	–	0.2%	125
2021 Q2	$649K	Hold	10,251	–	–	0.23%	115
2021 Q1	$656K	Hold	10,251	–	–	0.23%	110
2020 Q4	$568K	Hold	10,251	–	–	0.22%	115
2020 Q3	$483K	Hold	10,251	–	–	0.2%	120
2020 Q2	$417K	Sell	10,251 -189	-2%	-$6.92K	0.19%	132
2020 Q1	$307K	Buy	+10,440	New	+$444K	0.16%	147

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return