Massachusetts Wealth Management’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 | $214K | Sell |
8,074
-269
| -3% | -$7.12K | 0.12% | 93 |
|
|
2025
Q1 | $291K | Sell |
8,343
-973
| -10% | -$34K | 0.2% | 74 |
|
|
2024
Q4 | $374K | Sell |
9,316
-247
| -3% | -$9.91K | 0.23% | 79 |
|
|
2024
Q3 | $522K | Sell |
9,563
-10,673
| -53% | -$583K | 0.33% | 73 |
|
|
2024
Q2 | $1.07M | Sell |
20,236
-350
| -2% | -$18.6K | 0.72% | 55 |
|
|
2024
Q1 | $1.19M | Sell |
20,586
-316
| -2% | -$18.3K | 0.84% | 52 |
|
|
2023
Q4 | $1.15M | Sell |
20,902
-4,374
| -17% | -$240K | 0.93% | 45 |
|
|
2023
Q3 | $1.3M | Sell |
25,276
-451
| -2% | -$23.3K | 1.2% | 34 |
|
|
2023
Q2 | $1.37M | Sell |
25,727
-688
| -3% | -$36.6K | 1.31% | 31 |
|
|
2023
Q1 | $1.45M | Sell |
26,415
-1,787
| -6% | -$98K | 1.49% | 27 |
|
|
2022
Q4 | $1.67M | Buy |
+28,202
| New | +$1.67M | 1.62% | 22 |
|