Mattern Wealth Management’s Dow Inc DOW Stock Holding History

Mattern Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,901	Closed	-$268K	–	173
2024 Q3	$268K	Sell	4,901 -616	-11%	-$32.5K	0.06%	152
2024 Q2	$293K	Buy	5,517 +300	+6%	+$17.1K	0.07%	143
2024 Q1	$302K	Sell	5,217 -70	-1%	-$3.87K	0.07%	138
2023 Q4	$290K	Sell	5,287 -600	-10%	-$30.7K	0.07%	141
2023 Q3	$304K	Sell	5,887 -648	-10%	-$34.8K	0.09%	132
2023 Q2	$348K	Sell	6,535 -891	-12%	-$47.4K	0.1%	127
2023 Q1	$407K	Buy	7,426 +1,634	+28%	+$91.9K	0.13%	123
2022 Q4	$292K	Buy	5,792 +83	+1%	+$4.05K	0.12%	132
2022 Q3	$251K	Buy	5,709 +300	+6%	+$15.2K	0.1%	136
2022 Q2	$279K	Hold	5,409	–	–	0.11%	124
2022 Q1	$345K	Buy	5,409 +934	+21%	+$56.3K	0.11%	115
2021 Q4	$254K	Sell	4,475 -656	-13%	-$37.4K	0.07%	154
2021 Q3	$295K	Buy	5,131 +580	+13%	+$35.5K	0.1%	137
2021 Q2	$273K	Hold	4,551	–	–	0.09%	149
2021 Q1	$291K	Sell	4,551 -50	-1%	-$2.99K	0.1%	134
2020 Q4	$255K	Sell	4,601 -1,065	-19%	-$55K	0.1%	139
2020 Q3	$267K	Sell	5,666 -2,657	-32%	-$119K	0.11%	128
2020 Q2	$339K	Sell	8,323 -1,006	-11%	-$36.8K	0.16%	108
2020 Q1	$273K	Buy	9,329 +1,774	+23%	+$75.4K	0.2%	101
2019 Q4	$413K	Buy	+7,555	New	+$390K	0.25%	101

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return