Obermeyer 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 | $630K | Buy |
23,799
+11,903
| +100% | +$315K | 0.03% | 139 |
|
|
2025
Q1 | $415K | Sell |
11,896
-1,736
| -13% | -$60.6K | 0.02% | 168 |
|
|
2024
Q4 | $547K | Buy |
13,632
+1,745
| +15% | +$70K | 0.03% | 141 |
|
|
2024
Q3 | $649K | Hold |
11,887
| – | – | 0.03% | 129 |
|
|
2024
Q2 | $631K | Sell |
11,887
-1,107
| -9% | -$58.7K | 0.04% | 128 |
|
|
2024
Q1 | $753K | Buy |
12,994
+1,107
| +9% | +$64.1K | 0.04% | 110 |
|
|
2023
Q4 | $652K | Sell |
11,887
-366
| -3% | -$20.1K | 0.04% | 93 |
|
|
2023
Q3 | $632K | Buy |
12,253
+170
| +1% | +$8.77K | 0.05% | 97 |
|
|
2023
Q2 | $644K | Hold |
12,083
| – | – | 0.05% | 102 |
|
|
2023
Q1 | $662K | Sell |
12,083
-242
| -2% | -$13.3K | 0.05% | 97 |
|
|
2022
Q4 | $621K | Sell |
12,325
-279
| -2% | -$14.1K | 0.05% | 100 |
|
|
2022
Q3 | $554K | Sell |
12,604
-1,408
| -10% | -$61.9K | 0.04% | 104 |
|
|
2022
Q2 | $723K | Hold |
14,012
| – | – | 0.05% | 82 |
|
|
2022
Q1 | $893K | Sell |
14,012
-2,465
| -15% | -$157K | 0.05% | 82 |
|
|
2021
Q4 | $935K | Hold |
16,477
| – | – | 0.05% | 80 |
|
|
2021
Q3 | $948K | Hold |
16,477
| – | – | 0.05% | 77 |
|
|
2021
Q2 | $1.04M | Sell |
16,477
-678
| -4% | -$42.9K | 0.06% | 77 |
|
|
2021
Q1 | $1.1M | Sell |
17,155
-2,215
| -11% | -$142K | 0.07% | 70 |
|
|
2020
Q4 | $1.08M | Sell |
19,370
-350
| -2% | -$19.4K | 0.07% | 61 |
|
|
2020
Q3 | $928K | Buy |
19,720
+845
| +4% | +$39.8K | 0.07% | 58 |
|
|
2020
Q2 | $769K | Buy |
18,875
+2,426
| +15% | +$98.8K | 0.07% | 56 |
|
|
2020
Q1 | $481K | Buy |
16,449
+4,261
| +35% | +$125K | 0.05% | 71 |
|
|
2019
Q4 | $667K | Buy |
+12,188
| New | +$667K | 0.06% | 68 |
|