Perigon Wealth Management’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 | $613K | Sell |
23,166
-2,036
| -8% | -$53.9K | 0.01% | 617 |
|
|
2025
Q1 | $880K | Sell |
25,202
-560
| -2% | -$19.6K | 0.02% | 481 |
|
|
2024
Q4 | $1.05M | Buy |
25,762
+10,028
| +64% | +$410K | 0.03% | 435 |
|
|
2024
Q3 | $860K | Sell |
15,734
-864
| -5% | -$47.2K | 0.02% | 471 |
|
|
2024
Q2 | $881K | Buy |
16,598
+195
| +1% | +$10.3K | 0.03% | 401 |
|
|
2024
Q1 | $950K | Buy |
16,403
+839
| +5% | +$48.6K | 0.03% | 383 |
|
|
2023
Q4 | $854K | Buy |
15,564
+342
| +2% | +$18.8K | 0.03% | 374 |
|
|
2023
Q3 | $785K | Sell |
15,222
-1,831
| -11% | -$94.4K | 0.03% | 353 |
|
|
2023
Q2 | $908K | Buy |
17,053
+9,995
| +142% | +$532K | 0.04% | 334 |
|
|
2023
Q1 | $387K | Buy |
7,058
+174
| +3% | +$9.54K | 0.02% | 458 |
|
|
2022
Q4 | $347K | Buy |
6,884
+1,372
| +25% | +$69.1K | 0.02% | 488 |
|
|
2022
Q3 | $242K | Buy |
5,512
+202
| +4% | +$8.87K | 0.02% | 486 |
|
|
2022
Q2 | $274K | Sell |
5,310
-1,075
| -17% | -$55.5K | 0.02% | 450 |
|
|
2022
Q1 | $407K | Buy |
6,385
+1,433
| +29% | +$91.3K | 0.03% | 401 |
|
|
2021
Q4 | $281K | Sell |
4,952
-280
| -5% | -$15.9K | 0.02% | 465 |
|
|
2021
Q3 | $301K | Buy |
5,232
+994
| +23% | +$57.2K | 0.03% | 418 |
|
|
2021
Q2 | $268K | Buy |
4,238
+73
| +2% | +$4.62K | 0.02% | 427 |
|
|
2021
Q1 | $266K | Buy |
4,165
+422
| +11% | +$27K | 0.03% | 411 |
|
|
2020
Q4 | $208K | Buy |
+3,743
| New | +$208K | 0.02% | 384 |
|