JWM
JGP Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,249
| Closed | -$492K | – | 188 |
|
|
2024
Q4 | $492K | Sell |
12,249
-7
| -0.1% | -$281 | 0.06% | 129 |
|
|
2024
Q3 | $670K | Buy |
12,256
+50
| +0.4% | +$2.73K | 0.09% | 115 |
|
|
2024
Q2 | $648K | Sell |
12,206
-16
| -0.1% | -$849 | 0.09% | 110 |
|
|
2024
Q1 | $708K | Buy |
+12,222
| New | +$708K | 0.1% | 107 |
|
|
2023
Q1 | – | Sell |
-10,311
| Closed | -$520K | – | 150 |
|
|
2022
Q4 | $520K | Sell |
10,311
-12
| -0.1% | -$605 | 0.1% | 104 |
|
|
2022
Q3 | $458K | Sell |
10,323
-3,177
| -24% | -$141K | 0.1% | 102 |
|
|
2022
Q2 | $691K | Buy |
13,500
+2
| +0% | +$102 | 0.14% | 87 |
|
|
2022
Q1 | $833K | Buy |
13,498
+593
| +5% | +$36.6K | 0.15% | 83 |
|
|
2021
Q4 | $753K | Buy |
12,905
+5
| +0% | +$292 | 0.14% | 88 |
|
|
2021
Q3 | $743K | Sell |
12,900
-31
| -0.2% | -$1.79K | 0.16% | 83 |
|
|
2021
Q2 | $818K | Buy |
12,931
+2
| +0% | +$127 | 0.18% | 77 |
|
|
2021
Q1 | $827K | Sell |
12,929
-5,081
| -28% | -$325K | 0.19% | 78 |
|
|
2020
Q4 | $1.02M | Sell |
18,010
-159
| -0.9% | -$8.96K | 0.24% | 68 |
|
|
2020
Q3 | $878K | Sell |
18,169
-594
| -3% | -$28.7K | 0.23% | 68 |
|
|
2020
Q2 | $757K | Sell |
18,763
-21
| -0.1% | -$847 | 0.22% | 70 |
|
|
2020
Q1 | $653K | Buy |
18,784
+3,396
| +22% | +$118K | 0.23% | 82 |
|
|
2019
Q4 | $803K | Buy |
15,388
+72
| +0.5% | +$3.76K | 0.24% | 80 |
|
|
2019
Q3 | $688K | Buy |
15,316
+4,437
| +41% | +$199K | 0.24% | 81 |
|
|
2019
Q2 | $536K | Buy |
+10,879
| New | +$536K | 0.19% | 88 |
|