Mowery & Schoenfeld 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 | $82.1K | Hold |
3,102
| – | – | 0.12% | 89 |
|
|
2025
Q1 | $108K | Sell |
3,102
-114
| -4% | -$3.98K | 0.21% | 77 |
|
|
2024
Q4 | $129K | Sell |
3,216
-29
| -0.9% | -$1.16K | 0.25% | 58 |
|
|
2024
Q3 | $177K | Buy |
3,245
+143
| +5% | +$7.81K | 0.28% | 39 |
|
|
2024
Q2 | $165K | Hold |
3,102
| – | – | 0.24% | 42 |
|
|
2024
Q1 | $180K | Hold |
3,102
| – | – | 0.35% | 31 |
|
|
2023
Q4 | $170K | Buy |
+3,102
| New | +$170K | 0.34% | 39 |
|