Laurel Wealth Advisors (North Carolina)’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 | $520K | Buy |
13,770
+13,250
| +2,548% | +$500K | 0.01% | 329 |
|
2025
Q1 | $18.2K | Sell |
520
-33
| -6% | -$1.15K | ﹤0.01% | 420 |
|
2024
Q4 | $22.2K | Hold |
553
| – | – | ﹤0.01% | 404 |
|
2024
Q3 | $30.2K | Sell |
553
-996
| -64% | -$54.4K | ﹤0.01% | 363 |
|
2024
Q2 | $82.2K | Sell |
1,549
-327
| -17% | -$17.3K | 0.01% | 245 |
|
2024
Q1 | $109K | Sell |
1,876
-26
| -1% | -$1.51K | 0.02% | 227 |
|
2023
Q4 | $104K | Sell |
1,902
-1,313
| -41% | -$72K | 0.02% | 220 |
|
2023
Q3 | $166K | Hold |
3,215
| – | – | 0.04% | 177 |
|
2023
Q2 | $171K | Hold |
3,215
| – | – | 0.03% | 180 |
|
2023
Q1 | $176K | Hold |
3,215
| – | – | 0.04% | 180 |
|
2022
Q4 | $162K | Sell |
3,215
-800
| -20% | -$40.3K | 0.04% | 174 |
|
2022
Q3 | $176K | Sell |
4,015
-950
| -19% | -$41.6K | 0.04% | 164 |
|
2022
Q2 | $256K | Hold |
4,965
| – | – | 0.06% | 140 |
|
2022
Q1 | $316K | Hold |
4,965
| – | – | 0.07% | 140 |
|
2021
Q4 | $282K | Buy |
4,965
+450
| +10% | +$25.6K | 0.06% | 143 |
|
2021
Q3 | $260K | Sell |
4,515
-1,445
| -24% | -$83.2K | 0.06% | 147 |
|
2021
Q2 | $377K | Buy |
5,960
+2,360
| +66% | +$149K | 0.08% | 136 |
|
2021
Q1 | $230K | Buy |
3,600
+1,565
| +77% | +$100K | 0.06% | 150 |
|
2020
Q4 | $113K | Buy |
2,035
+850
| +72% | +$47.2K | 0.03% | 183 |
|
2020
Q3 | $56K | Sell |
1,185
-25
| -2% | -$1.18K | 0.02% | 229 |
|
2020
Q2 | $49K | Buy |
1,210
+248
| +26% | +$10K | 0.02% | 236 |
|
2020
Q1 | $28K | Sell |
962
-1,654
| -63% | -$48.1K | 0.01% | 263 |
|
2019
Q4 | $143K | Sell |
2,616
-94
| -3% | -$5.14K | 0.05% | 157 |
|
2019
Q3 | $129K | Sell |
2,710
-376
| -12% | -$17.9K | 0.04% | 162 |
|
2019
Q2 | $152K | Buy |
+3,086
| New | +$152K | 0.05% | 151 |
|