Moneta Group Investment Advisors’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 | $259K | Buy |
9,787
+1,817
| +23% | +$48.1K | ﹤0.01% | 603 |
|
|
2025
Q1 | $278K | Sell |
7,970
-1,259
| -14% | -$44K | ﹤0.01% | 541 |
|
|
2024
Q4 | $370K | Buy |
9,229
+2,229
| +32% | +$89.5K | 0.01% | 485 |
|
|
2024
Q3 | $382K | Buy |
7,000
+491
| +8% | +$26.8K | 0.01% | 468 |
|
|
2024
Q2 | $345K | Sell |
6,509
-883
| -12% | -$46.8K | 0.01% | 456 |
|
|
2024
Q1 | $428K | Buy |
7,392
+747
| +11% | +$43.3K | 0.01% | 410 |
|
|
2023
Q4 | $364K | Buy |
6,645
+815
| +14% | +$44.7K | 0.01% | 397 |
|
|
2023
Q3 | $301K | Sell |
5,830
-828
| -12% | -$42.7K | 0.01% | 405 |
|
|
2023
Q2 | $355K | Sell |
6,658
-93
| -1% | -$4.95K | 0.01% | 398 |
|
|
2023
Q1 | $370K | Buy |
6,751
+1,928
| +40% | +$106K | 0.01% | 371 |
|
|
2022
Q4 | $286K | Sell |
4,823
-731
| -13% | -$43.4K | 0.01% | 379 |
|
|
2022
Q3 | $244K | Sell |
5,554
-549
| -9% | -$24.1K | 0.01% | 389 |
|
|
2022
Q2 | $315K | Buy |
6,103
+108
| +2% | +$5.57K | 0.01% | 376 |
|
|
2022
Q1 | $382K | Buy |
5,995
+89
| +2% | +$5.67K | 0.02% | 323 |
|
|
2021
Q4 | $335K | Buy |
5,906
+103
| +2% | +$5.84K | 0.01% | 360 |
|
|
2021
Q3 | $334K | Buy |
5,803
+19
| +0.3% | +$1.09K | 0.02% | 343 |
|
|
2021
Q2 | $366K | Buy |
5,784
+294
| +5% | +$18.6K | 0.02% | 327 |
|
|
2021
Q1 | $351K | Buy |
+5,490
| New | +$351K | 0.02% | 305 |
|