Meridian Wealth Management’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 | $296K | Sell |
11,180
-495
| -4% | -$13.1K | 0.01% | 562 |
|
|
2025
Q1 | $408K | Sell |
11,675
-1,987
| -15% | -$69.4K | 0.02% | 460 |
|
|
2024
Q4 | $548K | Sell |
13,662
-73,524
| -84% | -$2.95M | 0.03% | 389 |
|
|
2024
Q3 | $4.76M | Buy |
+87,186
| New | +$4.76M | 0.23% | 91 |
|
|
2024
Q2 | – | Sell |
-88,819
| Closed | -$5.13M | – | 347 |
|
|
2024
Q1 | $5.13M | Buy |
88,819
+4,433
| +5% | +$256K | 0.85% | 24 |
|
|
2023
Q4 | $4.63M | Sell |
84,386
-84,242
| -50% | -$4.62M | 0.3% | 76 |
|
|
2023
Q3 | $8.73M | Buy |
168,628
+91,566
| +119% | +$4.74M | 0.53% | 34 |
|
|
2023
Q2 | $4.1M | Sell |
77,062
-1,374
| -2% | -$73.2K | 0.35% | 62 |
|
|
2023
Q1 | $4.3M | Buy |
78,436
+4,587
| +6% | +$251K | 0.38% | 61 |
|
|
2022
Q4 | $3.72M | Buy |
73,849
+1,047
| +1% | +$52.8K | 0.36% | 59 |
|
|
2022
Q3 | $3.2M | Sell |
72,802
-91,777
| -56% | -$4.03M | 0.34% | 64 |
|
|
2022
Q2 | $8.49M | Buy |
164,579
+106,708
| +184% | +$5.51M | 0.69% | 24 |
|
|
2022
Q1 | $3.69M | Buy |
57,871
+2,607
| +5% | +$166K | 0.4% | 52 |
|
|
2021
Q4 | $3.14M | Buy |
55,264
+3,938
| +8% | +$223K | 0.33% | 69 |
|
|
2021
Q3 | $2.96M | Buy |
51,326
+5,223
| +11% | +$301K | 0.36% | 58 |
|
|
2021
Q2 | $2.92M | Buy |
46,103
+3,306
| +8% | +$209K | 0.37% | 56 |
|
|
2021
Q1 | $2.74M | Buy |
42,797
+423
| +1% | +$27K | 0.4% | 54 |
|
|
2020
Q4 | $2.35M | Buy |
42,374
+4,422
| +12% | +$245K | 0.37% | 58 |
|
|
2020
Q3 | $1.79M | Buy |
37,952
+2,754
| +8% | +$130K | 0.44% | 50 |
|
|
2020
Q2 | $1.43M | Buy |
35,198
+20,246
| +135% | +$825K | 0.48% | 44 |
|
|
2020
Q1 | $437K | Buy |
+14,952
| New | +$437K | 0.19% | 121 |
|
|
2019
Q3 | – | Sell |
-3,251
| Closed | -$1.6K | – | 270 |
|
|
2019
Q2 | $1.6K | Buy |
+3,251
| New | +$1.6K | 0.06% | 233 |
|