KLWA
Kelly Lawrence W & Associates’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
9,956
-4,365
| -30% | -$116K | 0.07% | 69 |
|
|
2025
Q1 | $500K | Buy |
14,321
+550
| +4% | +$19.2K | 0.12% | 57 |
|
|
2024
Q4 | $553K | Hold |
13,771
| – | – | 0.13% | 55 |
|
|
2024
Q3 | $752K | Sell |
13,771
-428
| -3% | -$23.4K | 0.17% | 48 |
|
|
2024
Q2 | $753K | Hold |
14,199
| – | – | 0.17% | 49 |
|
|
2024
Q1 | $823K | Hold |
14,199
| – | – | 0.19% | 46 |
|
|
2023
Q4 | $779K | Hold |
14,199
| – | – | 0.19% | 47 |
|
|
2023
Q3 | $732K | Sell |
14,199
-500
| -3% | -$25.8K | 0.2% | 47 |
|
|
2023
Q2 | $763K | Sell |
14,699
-3,048
| -17% | -$158K | 0.2% | 46 |
|
|
2023
Q1 | $973K | Buy |
17,747
+2,200
| +14% | +$121K | 0.26% | 43 |
|
|
2022
Q4 | $783K | Hold |
15,547
| – | – | 0.22% | 46 |
|
|
2022
Q3 | $683K | Hold |
15,547
| – | – | 0.19% | 48 |
|
|
2022
Q2 | $802K | Buy |
15,547
+500
| +3% | +$25.8K | 0.22% | 46 |
|
|
2022
Q1 | $959K | Sell |
15,047
-2,547
| -14% | -$162K | 0.2% | 47 |
|
|
2021
Q4 | $998K | Sell |
17,594
-511
| -3% | -$29K | 0.2% | 48 |
|
|
2021
Q3 | $1.04M | Hold |
18,105
| – | – | 0.22% | 48 |
|
|
2021
Q2 | $1.15M | Hold |
18,105
| – | – | 0.25% | 45 |
|
|
2021
Q1 | $1.16M | Buy |
18,105
+3,116
| +21% | +$199K | 0.27% | 45 |
|
|
2020
Q4 | $832K | Sell |
14,989
-8,632
| -37% | -$479K | 0.33% | 35 |
|
|
2020
Q3 | $1.11M | Buy |
23,621
+300
| +1% | +$14.1K | 0.33% | 36 |
|
|
2020
Q2 | $951K | Sell |
23,321
-5,133
| -18% | -$209K | 0.2% | 38 |
|
|
2020
Q1 | $832K | Buy |
28,454
+3,700
| +15% | +$108K | 0.2% | 42 |
|
|
2019
Q4 | $1.36M | Buy |
24,754
+16,725
| +208% | +$916K | 0.21% | 45 |
|
|
2019
Q3 | $382K | Hold |
8,029
| – | – | 0.06% | 64 |
|
|
2019
Q2 | $396K | Buy |
+8,029
| New | +$396K | 0.07% | 63 |
|