Keebeck 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 | – | Sell |
-10,812
| Closed | -$378K | – | 334 |
|
2025
Q1 | $378K | Buy |
10,812
+512
| +5% | +$17.9K | 0.06% | 190 |
|
2024
Q4 | $413K | Buy |
10,300
+93
| +0.9% | +$3.73K | 0.06% | 183 |
|
2024
Q3 | $558K | Buy |
10,207
+7
| +0.1% | +$382 | 0.08% | 163 |
|
2024
Q2 | $541K | Hold |
10,200
| – | – | 0.08% | 169 |
|
2024
Q1 | $591K | Hold |
10,200
| – | – | 0.09% | 173 |
|
2023
Q4 | $559K | Hold |
10,200
| – | – | 0.09% | 168 |
|
2023
Q3 | $526K | Buy |
10,200
+100
| +1% | +$5.16K | 0.09% | 166 |
|
2023
Q2 | $538K | Hold |
10,100
| – | – | 0.07% | 173 |
|
2023
Q1 | $554K | Buy |
10,100
+100
| +1% | +$5.48K | 0.09% | 151 |
|
2022
Q4 | $504K | Hold |
10,000
| – | – | 0.09% | 156 |
|
2022
Q3 | $439K | Hold |
10,000
| – | – | 0.08% | 163 |
|
2022
Q2 | $516K | Buy |
+10,000
| New | +$516K | 0.1% | 149 |
|
2020
Q1 | – | Sell |
-2,903
| Closed | -$157K | – | 192 |
|
2019
Q4 | $157K | Buy |
+2,903
| New | +$157K | 0.05% | 156 |
|