Laidlaw 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
Q1 | – | Sell |
-5,307
| Closed | -$213K | – | 74 |
|
|
2024
Q4 | $213K | Sell |
5,307
-2,651
| -33% | -$106K | 0.09% | 163 |
|
|
2024
Q3 | $435K | Sell |
7,958
-472
| -6% | -$25.8K | 0.22% | 118 |
|
|
2024
Q2 | $447K | Buy |
8,430
+540
| +7% | +$28.6K | 0.25% | 114 |
|
|
2024
Q1 | $457K | Sell |
7,890
-599
| -7% | -$34.7K | 0.26% | 112 |
|
|
2023
Q4 | $466K | Sell |
8,489
-1,376
| -14% | -$75.5K | 0.17% | 136 |
|
|
2023
Q3 | $509K | Sell |
9,865
-9,760
| -50% | -$503K | 0.17% | 139 |
|
|
2023
Q2 | $1.05M | Sell |
19,625
-229
| -1% | -$12.2K | 0.2% | 118 |
|
|
2023
Q1 | $1.09M | Buy |
19,854
+1,537
| +8% | +$84.3K | 0.22% | 115 |
|
|
2022
Q4 | $923K | Buy |
18,317
+84
| +0.5% | +$4.23K | 0.2% | 128 |
|
|
2022
Q3 | $801K | Sell |
18,233
-3,881
| -18% | -$170K | 0.19% | 131 |
|
|
2022
Q2 | $1.14M | Buy |
22,114
+642
| +3% | +$33.1K | 0.23% | 116 |
|
|
2022
Q1 | $1.37M | Buy |
21,472
+4,627
| +27% | +$295K | 0.23% | 111 |
|
|
2021
Q4 | $955K | Buy |
+16,845
| New | +$955K | 0.15% | 147 |
|
|
2021
Q1 | – | Sell |
-7,403
| Closed | -$411K | – | 254 |
|
|
2020
Q4 | $411K | Buy |
7,403
+2,623
| +55% | +$146K | 0.09% | 219 |
|
|
2020
Q3 | $225K | Buy |
+4,780
| New | +$225K | 0.1% | 184 |
|
|
2020
Q1 | – | Sell |
-3,737
| Closed | -$205K | – | 157 |
|
|
2019
Q4 | $205K | Buy |
+3,737
| New | +$205K | 0.13% | 160 |
|