Moisand Fitzgerald Tamayo’s Dow Inc DOW Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384	Hold	14	–	–	﹤0.01%	520
2026 Q1	$584	Sell	14 -6	-30%	-$190	﹤0.01%	495
2025 Q4	$468	Hold	20	–	–	﹤0.01%	494
2025 Q3	$459	Hold	20	–	–	﹤0.01%	556
2025 Q2	$530	Hold	20	–	–	﹤0.01%	556
2025 Q1	$699	Hold	20	–	–	﹤0.01%	551
2024 Q4	$803	Sell	20 -51	-72%	-$2.38K	﹤0.01%	562
2024 Q3	$3.88K	Hold	71	–	–	﹤0.01%	457
2024 Q2	$3.77K	Hold	71	–	–	﹤0.01%	421
2024 Q1	$4.11K	Hold	71	–	–	﹤0.01%	406
2023 Q4	$3.89K	Sell	71 -575	-89%	-$29.4K	﹤0.01%	455
2023 Q3	$33.3K	Buy	646 +37	+6%	+$1.99K	0.01%	210
2023 Q2	$32.4K	Sell	609 -21	-3%	-$1.12K	0.01%	211
2023 Q1	$34.5K	Buy	630 +21	+3%	+$1.18K	0.01%	211
2022 Q4	$30.7K	Buy	609 +34	+6%	+$1.66K	0.01%	209
2022 Q3	$25K	Buy	575 +36	+7%	+$1.82K	0.01%	208
2022 Q2	$28K	Buy	539 +488	+957%	+$31.3K	0.01%	198
2022 Q1	$3K	Sell	51 -20	-28%	-$1.21K	﹤0.01%	321
2021 Q4	$4K	Hold	71	–	–	﹤0.01%	310
2021 Q3	$4K	Hold	71	–	–	﹤0.01%	306
2021 Q2	$4K	Hold	71	–	–	﹤0.01%	330
2021 Q1	$5K	Hold	71	–	–	﹤0.01%	259
2020 Q4	$4K	Hold	71	–	–	﹤0.01%	275
2020 Q3	$3K	Hold	71	–	–	﹤0.01%	271
2020 Q2	$3K	Hold	71	–	–	﹤0.01%	252
2020 Q1	$2K	Sell	71 -203	-74%	-$8.63K	﹤0.01%	227
2019 Q4	$15K	Hold	274	–	–	0.01%	178
2019 Q3	$13K	Sell	274 -24	-8%	-$1.12K	0.01%	181
2019 Q2	$15K	Buy	+298	New	+$15.7K	0.01%	173

Other funds holding DOW

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return