Jeppson 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 | $457K | Sell |
17,249
-4,897
| -22% | -$130K | 0.16% | 127 |
|
|
2025
Q1 | $773K | Sell |
22,146
-2,742
| -11% | -$95.8K | 0.28% | 87 |
|
|
2024
Q4 | $999K | Sell |
24,888
-6,357
| -20% | -$255K | 0.36% | 71 |
|
|
2024
Q3 | $1.71M | Buy |
31,245
+155
| +0.5% | +$8.47K | 0.61% | 41 |
|
|
2024
Q2 | $1.65M | Sell |
31,090
-69
| -0.2% | -$3.66K | 0.63% | 40 |
|
|
2024
Q1 | $1.81M | Buy |
31,159
+6
| +0% | +$348 | 0.7% | 32 |
|
|
2023
Q4 | $1.71M | Sell |
31,153
-981
| -3% | -$53.8K | 0.71% | 31 |
|
|
2023
Q3 | $1.66M | Buy |
32,134
+211
| +0.7% | +$10.9K | 0.76% | 28 |
|
|
2023
Q2 | $1.7M | Buy |
31,923
+811
| +3% | +$43.2K | 0.74% | 27 |
|
|
2023
Q1 | $1.71M | Sell |
31,112
-412
| -1% | -$22.6K | 0.74% | 29 |
|
|
2022
Q4 | $1.59M | Sell |
31,524
-1,622
| -5% | -$81.7K | 0.67% | 32 |
|
|
2022
Q3 | $1.46M | Buy |
33,146
+1,524
| +5% | +$66.9K | 0.66% | 34 |
|
|
2022
Q2 | $1.63M | Buy |
31,622
+2,797
| +10% | +$144K | 0.7% | 30 |
|
|
2022
Q1 | $1.84M | Buy |
28,825
+1
| +0% | +$64 | 0.86% | 28 |
|
|
2021
Q4 | $1.64M | Buy |
28,824
+2,454
| +9% | +$139K | 0.79% | 24 |
|
|
2021
Q3 | $1.52M | Buy |
26,370
+5,671
| +27% | +$326K | 0.79% | 25 |
|
|
2021
Q2 | $1.31M | Buy |
20,699
+170
| +0.8% | +$10.8K | 0.71% | 31 |
|
|
2021
Q1 | $1.31M | Sell |
20,529
-160
| -0.8% | -$10.2K | 0.78% | 29 |
|
|
2020
Q4 | $1.15M | Buy |
20,689
+35
| +0.2% | +$1.94K | 0.76% | 28 |
|
|
2020
Q3 | $972K | Buy |
+20,654
| New | +$972K | 0.76% | 32 |
|