MSWM
McGlone Suttner Wealth Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,619
| Closed | -$336K | – | 193 |
|
|
2025
Q1 | $336K | Buy |
9,619
+3,774
| +65% | +$132K | 0.06% | 142 |
|
|
2024
Q4 | $235K | Sell |
5,845
-5,257
| -47% | -$211K | 0.04% | 157 |
|
|
2024
Q3 | $607K | Buy |
11,102
+2,852
| +35% | +$156K | 0.13% | 89 |
|
|
2024
Q2 | $452K | Sell |
8,250
-1,651
| -17% | -$90.5K | 0.09% | 88 |
|
|
2024
Q1 | $574K | Buy |
9,901
+1,651
| +20% | +$95.6K | 0.11% | 84 |
|
|
2023
Q4 | $452K | Buy |
8,250
+764
| +10% | +$41.9K | 0.09% | 88 |
|
|
2023
Q3 | $386K | Buy |
7,486
+509
| +7% | +$26.3K | 0.09% | 88 |
|
|
2023
Q2 | $372K | Buy |
6,977
+462
| +7% | +$24.6K | 0.08% | 93 |
|
|
2023
Q1 | $357K | Buy |
6,515
+2,049
| +46% | +$112K | 0.09% | 90 |
|
|
2022
Q4 | $225K | Buy |
+4,466
| New | +$225K | 0.07% | 120 |
|