MWC
MBM Wealth Consultants’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
9,230
+1,952
| +27% | +$51.7K | 0.07% | 103 |
|
|
2025
Q1 | $254K | Buy |
7,278
+1,283
| +21% | +$44.8K | 0.08% | 101 |
|
|
2024
Q4 | $237K | Buy |
5,995
+614
| +11% | +$24.3K | 0.07% | 102 |
|
|
2024
Q3 | $294K | Buy |
5,381
+105
| +2% | +$5.74K | 0.09% | 86 |
|
|
2024
Q2 | $272K | Buy |
5,276
+129
| +3% | +$6.65K | 0.09% | 85 |
|
|
2024
Q1 | $298K | Sell |
5,147
-147
| -3% | -$8.52K | 0.1% | 78 |
|
|
2023
Q4 | $286K | Sell |
5,294
-44
| -0.8% | -$2.38K | 0.11% | 79 |
|
|
2023
Q3 | $265K | Buy |
5,338
+258
| +5% | +$12.8K | 0.12% | 85 |
|
|
2023
Q2 | $275K | Buy |
5,080
+1,014
| +25% | +$54.9K | 0.12% | 77 |
|
|
2023
Q1 | $291K | Hold |
4,066
| – | – | 0.12% | 75 |
|
|
2022
Q4 | $208K | Buy |
4,066
+1,048
| +35% | +$53.6K | 0.1% | 85 |
|
|
2022
Q3 | $137K | Buy |
3,018
+509
| +20% | +$23.1K | 0.07% | 89 |
|
|
2022
Q2 | $129K | Buy |
2,509
+42
| +2% | +$2.16K | 0.06% | 94 |
|
|
2022
Q1 | $157K | Buy |
2,467
+327
| +15% | +$20.8K | 0.07% | 106 |
|
|
2021
Q4 | $121K | Buy |
2,140
+330
| +18% | +$18.7K | 0.05% | 117 |
|
|
2021
Q3 | $104K | Buy |
1,810
+115
| +7% | +$6.61K | 0.05% | 128 |
|
|
2021
Q2 | $107K | Hold |
1,695
| – | – | 0.05% | 119 |
|
|
2021
Q1 | $108K | Buy |
1,695
+390
| +30% | +$24.9K | 0.05% | 115 |
|
|
2020
Q4 | $72K | Buy |
1,305
+290
| +29% | +$16K | 0.04% | 120 |
|
|
2020
Q3 | $48K | Hold |
1,015
| – | – | 0.03% | 130 |
|
|
2020
Q2 | $41K | Hold |
1,015
| – | – | 0.03% | 129 |
|
|
2020
Q1 | $30K | Hold |
1,015
| – | – | 0.02% | 127 |
|
|
2019
Q4 | $56K | Buy |
1,015
+500
| +97% | +$27.6K | 0.04% | 118 |
|
|
2019
Q3 | $25K | Sell |
515
-2,481
| -83% | -$120K | 0.02% | 140 |
|
|
2019
Q2 | $149K | Buy |
+2,996
| New | +$149K | 0.12% | 85 |
|