Mayflower Financial Advisors’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 | – | Sell |
-7,085
| Closed | -$247K | – | 393 |
|
|
2025
Q1 | $247K | Sell |
7,085
-644
| -8% | -$22.5K | 0.04% | 340 |
|
|
2024
Q4 | $310K | Buy |
7,729
+1,096
| +17% | +$44K | 0.05% | 291 |
|
|
2024
Q3 | $362K | Sell |
6,633
-393
| -6% | -$21.5K | 0.05% | 266 |
|
|
2024
Q2 | $373K | Buy |
7,026
+384
| +6% | +$20.4K | 0.06% | 252 |
|
|
2024
Q1 | $385K | Buy |
6,642
+116
| +2% | +$6.72K | 0.06% | 248 |
|
|
2023
Q4 | $358K | Sell |
6,526
-175
| -3% | -$9.6K | 0.05% | 238 |
|
|
2023
Q3 | $346K | Sell |
6,701
-225
| -3% | -$11.6K | 0.05% | 236 |
|
|
2023
Q2 | $369K | Buy |
6,926
+13
| +0.2% | +$692 | 0.05% | 247 |
|
|
2023
Q1 | $379K | Sell |
6,913
-101
| -1% | -$5.54K | 0.05% | 240 |
|
|
2022
Q4 | $353K | Sell |
7,014
-189
| -3% | -$9.52K | 0.05% | 244 |
|
|
2022
Q3 | $316K | Sell |
7,203
-66
| -0.9% | -$2.9K | 0.05% | 246 |
|
|
2022
Q2 | $375K | Sell |
7,269
-351
| -5% | -$18.1K | 0.06% | 224 |
|
|
2022
Q1 | $486K | Buy |
7,620
+39
| +0.5% | +$2.49K | 0.07% | 203 |
|
|
2021
Q4 | $430K | Buy |
7,581
+932
| +14% | +$52.9K | 0.06% | 212 |
|
|
2021
Q3 | $394K | Sell |
6,649
-17
| -0.3% | -$1.01K | 0.05% | 222 |
|
|
2021
Q2 | $422K | Buy |
6,666
+615
| +10% | +$38.9K | 0.06% | 190 |
|
|
2021
Q1 | $387K | Buy |
6,051
+85
| +1% | +$5.44K | 0.06% | 193 |
|
|
2020
Q4 | $331K | Buy |
+5,966
| New | +$331K | 0.06% | 195 |
|