Laidlaw Wealth Management’s Dow Inc DOW Stock Holding History

Laidlaw 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 Q1	–	Sell	-5,307	Closed	-$213K	–	75
2024 Q4	$213K	Sell	5,307 -2,651	-33%	-$124K	0.09%	163
2024 Q3	$435K	Sell	7,958 -472	-6%	-$24.9K	0.22%	118
2024 Q2	$447K	Buy	8,430 +540	+7%	+$30.9K	0.25%	114
2024 Q1	$457K	Sell	7,890 -599	-7%	-$33.1K	0.26%	112
2023 Q4	$466K	Sell	8,489 -1,376	-14%	-$70.3K	0.17%	136
2023 Q3	$509K	Sell	9,865 -9,760	-50%	-$524K	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%	+$86.5K	0.22%	115
2022 Q4	$923K	Buy	18,317 +84	+0.5%	+$4.1K	0.2%	128
2022 Q3	$801K	Sell	18,233 -3,881	-18%	-$197K	0.19%	131
2022 Q2	$1.14M	Buy	22,114 +642	+3%	+$41.1K	0.23%	116
2022 Q1	$1.37M	Buy	21,472 +4,627	+27%	+$279K	0.23%	111
2021 Q4	$955K	Buy	+16,845	New	+$960K	0.15%	147
2021 Q1	–	Sell	-7,403	Closed	-$411K	–	254
2020 Q4	$411K	Buy	7,403 +2,623	+55%	+$135K	0.09%	219
2020 Q3	$225K	Buy	+4,780	New	+$215K	0.1%	184
2020 Q1	–	Sell	-3,737	Closed	-$205K	–	157
2019 Q4	$205K	Buy	+3,737	New	+$193K	0.13%	160

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return