Modera 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 | $650K | Sell |
24,538
-3,983
| -14% | -$105K | 0.01% | 399 |
|
|
2025
Q1 | $996K | Buy |
28,521
+1,929
| +7% | +$67.4K | 0.01% | 323 |
|
|
2024
Q4 | $1.07M | Buy |
26,592
+898
| +3% | +$36K | 0.01% | 320 |
|
|
2024
Q3 | $1.4M | Sell |
25,694
-279
| -1% | -$15.2K | 0.02% | 267 |
|
|
2024
Q2 | $1.38M | Buy |
25,973
+17
| +0.1% | +$902 | 0.02% | 257 |
|
|
2024
Q1 | $1.5M | Sell |
25,956
-96
| -0.4% | -$5.56K | 0.02% | 255 |
|
|
2023
Q4 | $1.43M | Sell |
26,052
-404
| -2% | -$22.2K | 0.02% | 253 |
|
|
2023
Q3 | $1.36M | Sell |
26,456
-1,754
| -6% | -$90.4K | 0.03% | 252 |
|
|
2023
Q2 | $1.5M | Buy |
28,210
+6,010
| +27% | +$320K | 0.03% | 250 |
|
|
2023
Q1 | $1.22M | Sell |
22,200
-896
| -4% | -$49.1K | 0.05% | 136 |
|
|
2022
Q4 | $1.16M | Sell |
23,096
-2,178
| -9% | -$110K | 0.05% | 139 |
|
|
2022
Q3 | $1.11M | Buy |
25,274
+11
| +0% | +$483 | 0.06% | 126 |
|
|
2022
Q2 | $1.3M | Buy |
25,263
+41
| +0.2% | +$2.12K | 0.06% | 123 |
|
|
2022
Q1 | $1.61M | Sell |
25,222
-12,314
| -33% | -$785K | 0.07% | 116 |
|
|
2021
Q4 | $2.13M | Buy |
+37,536
| New | +$2.13M | 0.08% | 114 |
|