OneDigital Investment 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 | $304K | Sell |
11,482
-559
| -5% | -$14.8K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $420K | Sell |
12,041
-555
| -4% | -$19.4K | 0.01% | 924 |
|
|
2024
Q4 | $505K | Buy |
12,596
+180
| +1% | +$7.22K | 0.01% | 884 |
|
|
2024
Q3 | $678K | Sell |
12,416
-982
| -7% | -$53.6K | 0.01% | 811 |
|
|
2024
Q2 | $711K | Buy |
13,398
+2,628
| +24% | +$139K | 0.01% | 750 |
|
|
2024
Q1 | $624K | Buy |
10,770
+520
| +5% | +$30.1K | 0.01% | 664 |
|
|
2023
Q4 | $562K | Buy |
10,250
+1,070
| +12% | +$58.7K | 0.01% | 671 |
|
|
2023
Q3 | $473K | Buy |
9,180
+413
| +5% | +$21.3K | 0.01% | 666 |
|
|
2023
Q2 | $467K | Sell |
8,767
-207
| -2% | -$11K | 0.01% | 667 |
|
|
2023
Q1 | $492K | Buy |
8,974
+916
| +11% | +$50.2K | 0.01% | 626 |
|
|
2022
Q4 | $406K | Sell |
8,058
-78
| -1% | -$3.93K | 0.01% | 576 |
|
|
2022
Q3 | $357K | Buy |
8,136
+2,133
| +36% | +$93.6K | 0.01% | 551 |
|
|
2022
Q2 | $310K | Buy |
6,003
+922
| +18% | +$47.6K | 0.01% | 546 |
|
|
2022
Q1 | $324K | Buy |
5,081
+737
| +17% | +$47K | 0.01% | 570 |
|
|
2021
Q4 | $246K | Sell |
4,344
-271
| -6% | -$15.3K | 0.01% | 639 |
|
|
2021
Q3 | $266K | Sell |
4,615
-727
| -14% | -$41.9K | 0.01% | 596 |
|
|
2021
Q2 | $338K | Buy |
5,342
+743
| +16% | +$47K | 0.01% | 517 |
|
|
2021
Q1 | $294K | Sell |
4,599
-1,311
| -22% | -$83.8K | 0.01% | 509 |
|
|
2020
Q4 | $328K | Sell |
5,910
-215
| -4% | -$11.9K | 0.02% | 465 |
|
|
2020
Q3 | $288K | Buy |
6,125
+857
| +16% | +$40.3K | 0.02% | 441 |
|
|
2020
Q2 | $215K | Buy |
+5,268
| New | +$215K | 0.02% | 516 |
|
|
2020
Q1 | – | Sell |
-5,388
| Closed | -$295K | – | 536 |
|
|
2019
Q4 | $295K | Buy |
5,388
+38
| +0.7% | +$2.08K | 0.02% | 412 |
|
|
2019
Q3 | $255K | Sell |
5,350
-564
| -10% | -$26.9K | 0.02% | 428 |
|
|
2019
Q2 | $291K | Buy |
+5,914
| New | +$291K | 0.02% | 352 |
|