Parcion Private Wealth’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 | $1.01M | Sell |
37,975
-29,119
| -43% | -$771K | 0.07% | 125 |
|
2025
Q1 | $2.34M | Buy |
67,094
+15,321
| +30% | +$535K | 0.19% | 79 |
|
2024
Q4 | $2.08M | Buy |
51,773
+9,006
| +21% | +$361K | 0.16% | 84 |
|
2024
Q3 | $2.34M | Buy |
42,767
+527
| +1% | +$28.8K | 0.19% | 78 |
|
2024
Q2 | $2.24M | Buy |
42,240
+7
| +0% | +$371 | 0.2% | 80 |
|
2024
Q1 | $2.45M | Sell |
42,233
-500
| -1% | -$29K | 0.22% | 80 |
|
2023
Q4 | $2.34M | Hold |
42,733
| – | – | 0.21% | 81 |
|
2023
Q3 | $2.2M | Hold |
42,733
| – | – | 0.23% | 75 |
|
2023
Q2 | $2.28M | Sell |
42,733
-69
| -0.2% | -$3.68K | 0.23% | 75 |
|
2023
Q1 | $2.35M | Buy |
42,802
+69
| +0.2% | +$3.78K | 0.25% | 76 |
|
2022
Q4 | $2.15M | Hold |
42,733
| – | – | 0.23% | 77 |
|
2022
Q3 | $1.88M | Buy |
42,733
+4,492
| +12% | +$197K | 0.21% | 87 |
|
2022
Q2 | $1.94M | Buy |
38,241
+3,013
| +9% | +$153K | 0.19% | 96 |
|
2022
Q1 | $2.25M | Buy |
35,228
+448
| +1% | +$28.6K | 0.21% | 82 |
|
2021
Q4 | $2.11M | Sell |
34,780
-39
| -0.1% | -$2.37K | 0.19% | 81 |
|
2021
Q3 | $2.05M | Sell |
34,819
-590
| -2% | -$34.8K | 0.18% | 91 |
|
2021
Q2 | $2.24M | Buy |
35,409
+150
| +0.4% | +$9.49K | 0.22% | 88 |
|
2021
Q1 | $2.25M | Sell |
35,259
-755
| -2% | -$48.3K | 0.26% | 87 |
|
2020
Q4 | $2M | Buy |
36,014
+1,300
| +4% | +$72.2K | 0.26% | 75 |
|
2020
Q3 | $1.64M | Sell |
34,714
-2,964
| -8% | -$140K | 0.25% | 75 |
|
2020
Q2 | $1.6M | Buy |
37,678
+60
| +0.2% | +$2.55K | 0.27% | 66 |
|
2020
Q1 | $1.1M | Sell |
37,618
-3,117
| -8% | -$91.1K | 0.3% | 64 |
|
2019
Q4 | $2.23M | Buy |
+40,735
| New | +$2.23M | 0.49% | 49 |
|