JWCA
J.W. Coons Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
12,074
| – | – | 0.07% | 198 |
|
|
2025
Q1 | $422K | Sell |
12,074
-1,422
| -11% | -$49.7K | 0.11% | 161 |
|
|
2024
Q4 | $542K | Sell |
13,496
-640
| -5% | -$25.7K | 0.14% | 138 |
|
|
2024
Q3 | $772K | Sell |
14,136
-167
| -1% | -$9.12K | 0.19% | 112 |
|
|
2024
Q2 | $759K | Buy |
14,303
+69
| +0.5% | +$3.66K | 0.18% | 111 |
|
|
2024
Q1 | $825K | Sell |
14,234
-220
| -2% | -$12.7K | 0.19% | 105 |
|
|
2023
Q4 | $793K | Hold |
14,454
| – | – | 0.21% | 110 |
|
|
2023
Q3 | $745K | Sell |
14,454
-315
| -2% | -$16.2K | 0.22% | 107 |
|
|
2023
Q2 | $787K | Sell |
14,769
-2,015
| -12% | -$107K | 0.21% | 104 |
|
|
2023
Q1 | $920K | Buy |
16,784
+867
| +5% | +$47.5K | 0.26% | 88 |
|
|
2022
Q4 | $802K | Buy |
15,917
+1,582
| +11% | +$79.7K | 0.24% | 100 |
|
|
2022
Q3 | $630K | Buy |
14,335
+465
| +3% | +$20.4K | 0.24% | 112 |
|
|
2022
Q2 | $715K | Buy |
13,870
+2,405
| +21% | +$124K | 0.25% | 104 |
|
|
2022
Q1 | $731K | Buy |
11,465
+1,050
| +10% | +$66.9K | 0.22% | 120 |
|
|
2021
Q4 | $591K | Buy |
10,415
+164
| +2% | +$9.31K | 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% | -$7.69K | 0.19% | 132 |
|
|
2020
Q1 | $307K | Buy |
+10,440
| New | +$307K | 0.16% | 146 |
|