Lifeworks Advisors’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 | $2.74M | Buy |
103,526
+32,340
| +45% | +$856K | 0.41% | 74 |
|
|
2025
Q1 | $2.49M | Buy |
71,186
+12,124
| +21% | +$423K | 0.41% | 68 |
|
|
2024
Q4 | $2.37M | Buy |
59,062
+18,361
| +45% | +$737K | 0.43% | 72 |
|
|
2024
Q3 | $2.22M | Buy |
40,701
+7,065
| +21% | +$386K | 0.44% | 70 |
|
|
2024
Q2 | $1.78M | Sell |
33,636
-7,012
| -17% | -$372K | 0.5% | 65 |
|
|
2024
Q1 | $2.35M | Buy |
40,648
+5,428
| +15% | +$314K | 0.66% | 47 |
|
|
2023
Q4 | $1.93M | Buy |
35,220
+5,768
| +20% | +$316K | 0.67% | 48 |
|
|
2023
Q3 | $1.52M | Sell |
29,452
-1,607
| -5% | -$82.9K | 0.59% | 53 |
|
|
2023
Q2 | $1.65M | Buy |
31,059
+1,330
| +4% | +$70.8K | 0.7% | 43 |
|
|
2023
Q1 | $1.63M | Sell |
29,729
-1,783
| -6% | -$97.7K | 0.77% | 42 |
|
|
2022
Q4 | $1.59M | Buy |
31,512
+1,050
| +3% | +$52.9K | 0.89% | 40 |
|
|
2022
Q3 | $1.42M | Buy |
+30,462
| New | +$1.42M | 0.81% | 44 |
|