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Keebeck Wealth Management’s Dow Inc DOW Stock Holding History

Keebeck Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,812
Closed -$378K – 337
2025
Q1 		$378K Buy
10,812
+512
+5% +$19.7K 0.06% 192
2024
Q4 		$413K Buy
10,300
+93
+0.9% +$4.34K 0.06% 183
2024
Q3 		$558K Buy
10,207
+7
+0.1% +$370 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% +$5.37K 0.09% 166
2023
Q2 		$538K Hold
10,100
– – 0.07% 173
2023
Q1 		$554K Buy
10,100
+100
+1% +$5.63K 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 +$640K 0.1% 149
2020
Q1 		– Sell
-2,903
Closed -$157K – 192
2019
Q4 		$157K Buy
+2,903
New +$150K 0.05% 156

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