Jones Financial Companies’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.22M | Buy |
201,306
+38,452
| +24% | +$1.22M | ﹤0.01% | 890 |
|
|
2025
Q4 | $3.81M | Buy |
162,854
+8,811
| +6% | +$203K | ﹤0.01% | 727 |
|
|
2025
Q3 | $3.54M | Buy |
154,043
+29,826
| +24% | +$743K | ﹤0.01% | 678 |
|
|
2025
Q2 | $3.35M | Buy |
124,217
+41,182
| +50% | +$1.2M | ﹤0.01% | 608 |
|
|
2025
Q1 | $2.86M | Buy |
83,035
+26,482
| +47% | +$1.02M | ﹤0.01% | 556 |
|
|
2024
Q4 | $2.27M | Buy |
56,553
+19,223
| +51% | +$897K | ﹤0.01% | 527 |
|
|
2024
Q3 | $2.05M | Buy |
37,330
+17,647
| +90% | +$932K | ﹤0.01% | 454 |
|
|
2024
Q2 | $1.04M | Buy |
19,683
+15,641
| +387% | +$894K | ﹤0.01% | 418 |
|
|
2024
Q1 | $234K | Buy |
4,042
+798
| +25% | +$44.1K | ﹤0.01% | 436 |
|
|
2023
Q4 | $178K | Buy |
3,244
+555
| +21% | +$28.4K | ﹤0.01% | 341 |
|
|
2023
Q3 | $139K | Sell |
2,689
-279
| -9% | -$15K | ﹤0.01% | 291 |
|
|
2023
Q2 | $158K | Sell |
2,968
-247
| -8% | -$13.1K | ﹤0.01% | 278 |
|
|
2023
Q1 | $176K | Buy |
3,215
+12
| +0.4% | +$675 | ﹤0.01% | 275 |
|
|
2022
Q4 | $162K | Buy |
3,203
+435
| +16% | +$21.3K | ﹤0.01% | 271 |
|
|
2022
Q3 | $122K | Sell |
2,768
-1,140
| -29% | -$57.8K | ﹤0.01% | 276 |
|
|
2022
Q2 | $202K | Buy |
3,908
+48
| +1% | +$3.07K | ﹤0.01% | 236 |
|
|
2022
Q1 | $246K | Buy |
3,860
+412
| +12% | +$24.9K | ﹤0.01% | 232 |
|
|
2021
Q4 | $196K | Buy |
3,448
+109
| +3% | +$6.21K | ﹤0.01% | 257 |
|
|
2021
Q3 | $192K | Sell |
3,339
-727
| -18% | -$44.5K | ﹤0.01% | 231 |
|
|
2021
Q2 | $258K | Buy |
4,066
+590
| +17% | +$39K | ﹤0.01% | 208 |
|
|
2021
Q1 | $223K | Sell |
3,476
-765
| -18% | -$45.8K | ﹤0.01% | 215 |
|
|
2020
Q4 | $235K | Buy |
+4,241
| New | +$219K | ﹤0.01% | 199 |
|
|
2020
Q1 | – | Sell |
-7,433
| Closed | -$406K | – | 200 |
|
|
2019
Q4 | $406K | Sell |
7,433
-422
| -5% | -$21.8K | ﹤0.01% | 177 |
|
|
2019
Q3 | $374K | Sell |
7,855
-1,024
| -12% | -$47.9K | ﹤0.01% | 176 |
|
|
2019
Q2 | $438K | Buy |
+8,879
| New | +$469K | ﹤0.01% | 169 |
|
Other funds holding DOW
VCM
VPM
