KCM Investment Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,858
| Closed | -$235K | – | 365 |
|
|
2024
Q4 | $235K | Sell |
5,858
-1,041
| -15% | -$48.6K | 0.01% | 336 |
|
|
2024
Q3 | $377K | Sell |
6,899
-89
| -1% | -$4.7K | 0.01% | 298 |
|
|
2024
Q2 | $371K | Sell |
6,988
-30
| -0.4% | -$1.71K | 0.01% | 290 |
|
|
2024
Q1 | $407K | Sell |
7,018
-177
| -2% | -$9.78K | 0.02% | 276 |
|
|
2023
Q4 | $395K | Sell |
7,195
-243
| -3% | -$12.4K | 0.02% | 277 |
|
|
2023
Q3 | $384K | Sell |
7,438
-1,825
| -20% | -$98K | 0.02% | 272 |
|
|
2023
Q2 | $493K | Sell |
9,263
-2,010
| -18% | -$107K | 0.02% | 263 |
|
|
2023
Q1 | $618K | Buy |
11,273
+52
| +0.5% | +$2.93K | 0.03% | 246 |
|
|
2022
Q4 | $565K | Buy |
11,221
+345
| +3% | +$16.9K | 0.02% | 255 |
|
|
2022
Q3 | $478K | Buy |
10,876
+896
| +9% | +$45.4K | 0.02% | 254 |
|
|
2022
Q2 | $515K | Buy |
9,980
+1,904
| +24% | +$122K | 0.02% | 258 |
|
|
2022
Q1 | $515K | Buy |
8,076
+2,233
| +38% | +$135K | 0.02% | 279 |
|
|
2021
Q4 | $331K | Buy |
5,843
+1,586
| +37% | +$90.4K | 0.01% | 334 |
|
|
2021
Q3 | $245K | Hold |
4,257
| – | – | 0.01% | 352 |
|
|
2021
Q2 | $269K | Sell |
4,257
-131
| -3% | -$8.65K | 0.01% | 338 |
|
|
2021
Q1 | $281K | Buy |
+4,388
| New | +$263K | 0.01% | 316 |
|
|
2020
Q2 | – | Sell |
-9,661
| Closed | -$282K | – | 341 |
|
|
2020
Q1 | $282K | Sell |
9,661
-1,375
| -12% | -$58.4K | 0.02% | 268 |
|
|
2019
Q4 | $604K | Sell |
11,036
-466
| -4% | -$24.1K | 0.03% | 221 |
|
|
2019
Q3 | $548K | Sell |
11,502
-3,660
| -24% | -$171K | 0.03% | 225 |
|
|
2019
Q2 | $748K | Buy |
+15,162
| New | +$800K | 0.04% | 198 |
|
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