Oak Harbor Wealth Partners’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 | $357K | Sell |
13,483
-400
| -3% | -$10.6K | 0.1% | 159 |
|
|
2025
Q1 | $485K | Hold |
13,883
| – | – | 0.14% | 121 |
|
|
2024
Q4 | $557K | Sell |
13,883
-4,351
| -24% | -$175K | 0.16% | 114 |
|
|
2024
Q3 | $996K | Buy |
18,234
+413
| +2% | +$22.6K | 0.28% | 85 |
|
|
2024
Q2 | $945K | Buy |
17,821
+190
| +1% | +$10.1K | 0.3% | 79 |
|
|
2024
Q1 | $1.02M | Buy |
17,631
+11
| +0.1% | +$637 | 0.32% | 73 |
|
|
2023
Q4 | $966K | Buy |
17,620
+647
| +4% | +$35.5K | 0.32% | 75 |
|
|
2023
Q3 | $875K | Buy |
16,973
+276
| +2% | +$14.2K | 0.31% | 76 |
|
|
2023
Q2 | $889K | Sell |
16,697
-409
| -2% | -$21.8K | 0.3% | 74 |
|
|
2023
Q1 | $938K | Buy |
17,106
+10
| +0.1% | +$548 | 0.34% | 73 |
|
|
2022
Q4 | $861K | Buy |
17,096
+1,064
| +7% | +$53.6K | 0.33% | 68 |
|
|
2022
Q3 | $704K | Buy |
16,032
+590
| +4% | +$25.9K | 0.28% | 75 |
|
|
2022
Q2 | $797K | Sell |
15,442
-261
| -2% | -$13.5K | 0.32% | 71 |
|
|
2022
Q1 | $1M | Sell |
15,703
-274
| -2% | -$17.5K | 0.33% | 70 |
|
|
2021
Q4 | $906K | Buy |
+15,977
| New | +$906K | 0.31% | 72 |
|