Live Oak Private 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
Q1 | – | Sell |
-6,385
| Closed | -$256K | – | 189 |
|
|
2024
Q4 | $256K | Buy |
6,385
+409
| +7% | +$16.4K | 0.04% | 157 |
|
|
2024
Q3 | $326K | Buy |
5,976
+385
| +7% | +$21K | 0.05% | 136 |
|
|
2024
Q2 | $297K | Hold |
5,591
| – | – | 0.05% | 136 |
|
|
2024
Q1 | $324K | Hold |
5,591
| – | – | 0.06% | 130 |
|
|
2023
Q4 | $307K | Hold |
5,591
| – | – | 0.06% | 129 |
|
|
2023
Q3 | $288K | Sell |
5,591
-1,000
| -15% | -$51.6K | 0.06% | 126 |
|
|
2023
Q2 | $351K | Sell |
6,591
-110
| -2% | -$5.86K | 0.07% | 119 |
|
|
2023
Q1 | $367K | Buy |
6,701
+110
| +2% | +$6.03K | 0.08% | 121 |
|
|
2022
Q4 | $332K | Hold |
6,591
| – | – | 0.07% | 127 |
|
|
2022
Q3 | $290K | Sell |
6,591
-205
| -3% | -$9.02K | 0.07% | 134 |
|
|
2022
Q2 | $351K | Sell |
6,796
-845
| -11% | -$43.6K | 0.07% | 131 |
|
|
2022
Q1 | $487K | Buy |
+7,641
| New | +$487K | 0.09% | 122 |
|