OA
Operose Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88K | Hold |
3,325
| – | – | 0.02% | 192 |
|
|
2025
Q1 | $116K | Sell |
3,325
-128
| -4% | -$4.47K | 0.04% | 159 |
|
|
2024
Q4 | $139K | Sell |
3,453
-4,872
| -59% | -$196K | 0.05% | 145 |
|
|
2024
Q3 | $455K | Buy |
8,325
+1,270
| +18% | +$69.4K | 0.15% | 90 |
|
|
2024
Q2 | $374K | Sell |
7,055
-120
| -2% | -$6.37K | 0.13% | 97 |
|
|
2024
Q1 | $416K | Buy |
7,175
+7,055
| +5,879% | +$409K | 0.14% | 99 |
|
|
2023
Q4 | $6.58K | Sell |
120
-658
| -85% | -$36.1K | ﹤0.01% | 506 |
|
|
2023
Q3 | $40.1K | Buy |
778
+650
| +508% | +$33.5K | 0.02% | 347 |
|
|
2023
Q2 | $6.82K | Hold |
128
| – | – | ﹤0.01% | 294 |
|
|
2023
Q1 | $7.02K | Hold |
128
| – | – | ﹤0.01% | 279 |
|
|
2022
Q4 | $6.45K | Sell |
128
-170
| -57% | -$8.57K | ﹤0.01% | 308 |
|
|
2022
Q3 | $13K | Buy |
298
+170
| +133% | +$7.42K | 0.01% | 240 |
|
|
2022
Q2 | $7K | Hold |
128
| – | – | ﹤0.01% | 256 |
|
|
2022
Q1 | $8K | Hold |
128
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $7K | Buy |
+128
| New | +$7K | 0.01% | 266 |
|