LMG Wealth Partners’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 |
-28,628
| Closed | -$1.15M | – | 133 |
|
|
2024
Q4 | $1.15M | Buy |
28,628
+1,217
| +4% | +$48.8K | 0.25% | 85 |
|
|
2024
Q3 | $1.5M | Buy |
27,411
+4,174
| +18% | +$228K | 0.34% | 71 |
|
|
2024
Q2 | $1.23M | Buy |
23,237
+1,488
| +7% | +$78.9K | 0.31% | 73 |
|
|
2024
Q1 | $1.26M | Buy |
21,749
+14,040
| +182% | +$813K | 0.32% | 70 |
|
|
2023
Q4 | $423K | Sell |
7,709
-47
| -0.6% | -$2.58K | 0.12% | 78 |
|
|
2023
Q3 | $400K | Buy |
7,756
+3
| +0% | +$155 | 0.12% | 78 |
|
|
2023
Q2 | $413K | Buy |
7,753
+2
| +0% | +$107 | 0.13% | 80 |
|
|
2023
Q1 | $425K | Buy |
7,751
+3
| +0% | +$164 | 0.14% | 80 |
|
|
2022
Q4 | $445K | Buy |
+7,748
| New | +$445K | 0.15% | 79 |
|