KMG Fiduciary Partners’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 | $1.81M | Buy |
68,165
+61,070
| +861% | +$1.62M | 0.13% | 143 |
|
|
2025
Q1 | $248K | Buy |
+7,095
| New | +$248K | 0.02% | 261 |
|
|
2023
Q1 | – | Sell |
-15,917
| Closed | -$802K | – | 229 |
|
|
2022
Q4 | $802K | Buy |
15,917
+603
| +4% | +$30.4K | 0.13% | 135 |
|
|
2022
Q3 | $673K | Buy |
15,314
+527
| +4% | +$23.2K | 0.13% | 129 |
|
|
2022
Q2 | $763K | Buy |
14,787
+4,807
| +48% | +$248K | 0.14% | 121 |
|
|
2022
Q1 | $636K | Buy |
+9,980
| New | +$636K | 0.1% | 134 |
|
|
2019
Q4 | – | Sell |
-4,331
| Closed | -$206K | – | 131 |
|
|
2019
Q3 | $206K | Sell |
4,331
-1,149
| -21% | -$54.7K | 0.07% | 109 |
|
|
2019
Q2 | $270K | Buy |
+5,480
| New | +$270K | 0.1% | 96 |
|