Mutual 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 | Sell |
10,164
-1,623
| -14% | -$41.4K | 0.01% | 1026 |
|
|
2025
Q1 | $354K | Sell |
11,787
-2,433
| -17% | -$73K | 0.01% | 846 |
|
|
2024
Q4 | $581K | Buy |
14,220
+831
| +6% | +$34K | 0.02% | 652 |
|
|
2024
Q3 | $683K | Sell |
13,389
-707
| -5% | -$36.1K | 0.02% | 602 |
|
|
2024
Q2 | $745K | Sell |
14,096
-425
| -3% | -$22.5K | 0.02% | 575 |
|
|
2024
Q1 | $841K | Buy |
14,521
+1,597
| +12% | +$92.5K | 0.03% | 530 |
|
|
2023
Q4 | $709K | Sell |
12,924
-681
| -5% | -$37.3K | 0.02% | 553 |
|
|
2023
Q3 | $701K | Buy |
13,605
+1,155
| +9% | +$59.6K | 0.03% | 516 |
|
|
2023
Q2 | $663K | Sell |
12,450
-9,522
| -43% | -$507K | 0.03% | 551 |
|
|
2023
Q1 | $1.2M | Sell |
21,972
-1,334
| -6% | -$73.1K | 0.05% | 376 |
|
|
2022
Q4 | $1.17M | Buy |
23,306
+891
| +4% | +$44.9K | 0.05% | 368 |
|
|
2022
Q3 | $985K | Buy |
22,415
+766
| +4% | +$33.7K | 0.05% | 364 |
|
|
2022
Q2 | $1.12M | Buy |
21,649
+2,734
| +14% | +$141K | 0.07% | 304 |
|
|
2022
Q1 | $1.21M | Buy |
18,915
+2,572
| +16% | +$164K | 0.07% | 321 |
|
|
2021
Q4 | $927K | Buy |
16,343
+10,155
| +164% | +$576K | 0.05% | 410 |
|
|
2021
Q3 | $356K | Buy |
6,188
+53
| +0.9% | +$3.05K | 0.02% | 661 |
|
|
2021
Q2 | $388K | Buy |
6,135
+138
| +2% | +$8.73K | 0.02% | 606 |
|
|
2021
Q1 | $383K | Buy |
5,997
+758
| +14% | +$48.4K | 0.03% | 561 |
|
|
2020
Q4 | $291K | Buy |
5,239
+881
| +20% | +$48.9K | 0.02% | 608 |
|
|
2020
Q3 | $205K | Buy |
+4,358
| New | +$205K | 0.02% | 632 |
|
|
2019
Q4 | – | Sell |
-4,308
| Closed | -$205K | – | 598 |
|
|
2019
Q3 | $205K | Sell |
4,308
-382
| -8% | -$18.2K | 0.03% | 500 |
|
|
2019
Q2 | $231K | Buy |
+4,690
| New | +$231K | 0.03% | 493 |
|