Linscomb Wealth’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 | $3.82M | Buy |
144,257
+7,523
| +6% | +$199K | 0.18% | 115 |
|
2025
Q1 | $4.77M | Buy |
136,734
+6,770
| +5% | +$236K | 0.24% | 95 |
|
2024
Q4 | $5.22M | Sell |
129,964
-446
| -0.3% | -$17.9K | 0.26% | 90 |
|
2024
Q3 | $7.12M | Sell |
130,410
-2,536
| -2% | -$139K | 0.35% | 66 |
|
2024
Q2 | $7.05M | Buy |
132,946
+273
| +0.2% | +$14.5K | 0.36% | 68 |
|
2024
Q1 | $7.69M | Sell |
132,673
-3,228
| -2% | -$187K | 0.4% | 64 |
|
2023
Q4 | $7.45M | Sell |
135,901
-3,409
| -2% | -$187K | 0.41% | 61 |
|
2023
Q3 | $7.18M | Sell |
139,310
-10,514
| -7% | -$542K | 0.42% | 58 |
|
2023
Q2 | $7.98M | Sell |
149,824
-7,893
| -5% | -$420K | 0.43% | 56 |
|
2023
Q1 | $8.65M | Buy |
157,717
+1,560
| +1% | +$85.5K | 0.45% | 57 |
|
2022
Q4 | $7.87M | Buy |
156,157
+192
| +0.1% | +$9.68K | 0.4% | 59 |
|
2022
Q3 | $6.85M | Buy |
155,965
+806
| +0.5% | +$35.4K | 0.42% | 62 |
|
2022
Q2 | $8.01M | Buy |
155,159
+4,958
| +3% | +$256K | 0.46% | 60 |
|
2022
Q1 | $9.57M | Buy |
150,201
+8,040
| +6% | +$512K | 0.46% | 56 |
|
2021
Q4 | $8.06M | Buy |
142,161
+4,914
| +4% | +$279K | 0.38% | 68 |
|
2021
Q3 | $7.9M | Sell |
137,247
-1,519
| -1% | -$87.4K | 0.41% | 67 |
|
2021
Q2 | $8.78M | Buy |
138,766
+9,512
| +7% | +$602K | 0.45% | 61 |
|
2021
Q1 | $8.26M | Buy |
129,254
+5,129
| +4% | +$328K | 0.45% | 60 |
|
2020
Q4 | $6.89M | Buy |
124,125
+774
| +0.6% | +$43K | 0.41% | 62 |
|
2020
Q3 | $5.8M | Buy |
123,351
+4,015
| +3% | +$189K | 0.4% | 64 |
|
2020
Q2 | $4.86M | Buy |
119,336
+33,496
| +39% | +$1.37M | 0.36% | 67 |
|
2020
Q1 | $2.51M | Buy |
85,840
+26,512
| +45% | +$775K | 0.22% | 84 |
|
2019
Q4 | $3.25M | Buy |
59,328
+7,014
| +13% | +$384K | 0.21% | 85 |
|
2019
Q3 | $2.49M | Buy |
52,314
+17,837
| +52% | +$850K | 0.2% | 80 |
|
2019
Q2 | $1.7M | Buy |
+34,477
| New | +$1.7M | 0.14% | 93 |
|