Kovitz Investment Group 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 | $3.46M | Sell |
130,830
-34,691
| -21% | -$919K | 0.01% | 508 |
|
2025
Q1 | $5.78M | Buy |
165,521
+24,816
| +18% | +$867K | 0.03% | 378 |
|
2024
Q4 | $5.65M | Buy |
140,705
+110,848
| +371% | +$4.45M | 0.03% | 377 |
|
2024
Q3 | $1.19M | Sell |
29,857
-1,240
| -4% | -$49.6K | 0.01% | 586 |
|
2024
Q2 | $1.65M | Buy |
31,097
+18,574
| +148% | +$986K | 0.01% | 453 |
|
2024
Q1 | $725K | Buy |
+12,523
| New | +$725K | 0.01% | 454 |
|
2021
Q4 | – | Sell |
-3,876
| Closed | -$223K | – | 408 |
|
2021
Q3 | $223K | Sell |
3,876
-85
| -2% | -$4.89K | ﹤0.01% | 400 |
|
2021
Q2 | $251K | Buy |
3,961
+162
| +4% | +$10.3K | ﹤0.01% | 380 |
|
2021
Q1 | $243K | Buy |
+3,799
| New | +$243K | 0.01% | 373 |
|