Montag & Associates’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 | $6.81K | Sell |
257
-481
| -65% | -$12.7K | ﹤0.01% | 776 |
|
|
2025
Q1 | $25.8K | Hold |
738
| – | – | ﹤0.01% | 699 |
|
|
2024
Q4 | $29.6K | Buy |
738
+300
| +68% | +$12K | ﹤0.01% | 674 |
|
|
2024
Q3 | $23.9K | Sell |
438
-360
| -45% | -$19.7K | ﹤0.01% | 709 |
|
|
2024
Q2 | $42.3K | Buy |
798
+360
| +82% | +$19.1K | ﹤0.01% | 615 |
|
|
2024
Q1 | $25.4K | Sell |
438
-42
| -9% | -$2.43K | ﹤0.01% | 674 |
|
|
2023
Q4 | $26.3K | Hold |
480
| – | – | ﹤0.01% | 665 |
|
|
2023
Q3 | $24.7K | Hold |
480
| – | – | ﹤0.01% | 644 |
|
|
2023
Q2 | $25.6K | Hold |
480
| – | – | ﹤0.01% | 645 |
|
|
2023
Q1 | $26.3K | Hold |
480
| – | – | ﹤0.01% | 635 |
|
|
2022
Q4 | $24.2K | Sell |
480
-301
| -39% | -$15.2K | ﹤0.01% | 641 |
|
|
2022
Q3 | $34K | Hold |
781
| – | – | ﹤0.01% | 591 |
|
|
2022
Q2 | $40K | Buy |
781
+257
| +49% | +$13.2K | ﹤0.01% | 558 |
|
|
2022
Q1 | $33K | Hold |
524
| – | – | ﹤0.01% | 613 |
|
|
2021
Q4 | $30K | Sell |
524
-123
| -19% | -$7.04K | ﹤0.01% | 637 |
|
|
2021
Q3 | $37K | Hold |
647
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $41K | Sell |
647
-300
| -32% | -$19K | ﹤0.01% | 578 |
|
|
2021
Q1 | $61K | Buy |
947
+42
| +5% | +$2.71K | ﹤0.01% | 533 |
|
|
2020
Q4 | $50K | Buy |
+905
| New | +$50K | ﹤0.01% | 537 |
|