Mayflower Financial Advisors’s Dow Inc DOW Stock Holding History

Mayflower Financial Advisors’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
2025 Q2	–	Sell	-7,085	Closed	-$247K	–	395
2025 Q1	$247K	Sell	7,085 -644	-8%	-$24.7K	0.04%	341
2024 Q4	$310K	Buy	7,729 +1,096	+17%	+$51.1K	0.05%	293
2024 Q3	$362K	Sell	6,633 -393	-6%	-$20.7K	0.05%	267
2024 Q2	$373K	Buy	7,026 +384	+6%	+$21.9K	0.06%	254
2024 Q1	$385K	Buy	6,642 +116	+2%	+$6.41K	0.06%	248
2023 Q4	$358K	Sell	6,526 -175	-3%	-$8.94K	0.05%	238
2023 Q3	$346K	Sell	6,701 -225	-3%	-$12.1K	0.05%	236
2023 Q2	$369K	Buy	6,926 +13	+0.2%	+$691	0.05%	247
2023 Q1	$379K	Sell	6,913 -101	-1%	-$5.68K	0.05%	240
2022 Q4	$353K	Sell	7,014 -189	-3%	-$9.23K	0.05%	244
2022 Q3	$316K	Sell	7,203 -66	-0.9%	-$3.35K	0.05%	246
2022 Q2	$375K	Sell	7,269 -351	-5%	-$22.5K	0.06%	224
2022 Q1	$486K	Buy	7,620 +39	+0.5%	+$2.35K	0.07%	203
2021 Q4	$430K	Buy	7,581 +932	+14%	+$53.1K	0.06%	212
2021 Q3	$394K	Sell	6,649 -17	-0.3%	-$1.04K	0.05%	222
2021 Q2	$422K	Buy	6,666 +615	+10%	+$40.6K	0.06%	191
2021 Q1	$387K	Buy	6,051 +85	+1%	+$5.09K	0.06%	194
2020 Q4	$331K	Buy	+5,966	New	+$308K	0.06%	195

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Dimensional Fund Advisors

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return