Pettee Investors’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 | – | Sell |
-10,781
| Closed | -$376K | – | 112 |
|
|
2025
Q1 | $376K | Sell |
10,781
-4,485
| -29% | -$157K | 0.22% | 84 |
|
|
2024
Q4 | $613K | Hold |
15,266
| – | – | 0.31% | 81 |
|
|
2024
Q3 | $834K | Hold |
15,266
| – | – | 0.41% | 73 |
|
|
2024
Q2 | $810K | Hold |
15,266
| – | – | 0.39% | 74 |
|
|
2024
Q1 | $884K | Hold |
15,266
| – | – | 0.37% | 74 |
|
|
2023
Q4 | $837K | Sell |
15,266
-17
| -0.1% | -$932 | 0.37% | 73 |
|
|
2023
Q3 | $788K | Sell |
15,283
-748
| -5% | -$38.6K | 0.37% | 76 |
|
|
2023
Q2 | $854K | Hold |
16,031
| – | – | 0.39% | 72 |
|
|
2023
Q1 | $879K | Sell |
16,031
-42
| -0.3% | -$2.3K | 0.42% | 70 |
|
|
2022
Q4 | $810K | Sell |
16,073
-1,240
| -7% | -$62.5K | 0.4% | 71 |
|
|
2022
Q3 | $761K | Sell |
17,313
-42
| -0.2% | -$1.85K | 0.41% | 72 |
|
|
2022
Q2 | $896K | Sell |
17,355
-399
| -2% | -$20.6K | 0.45% | 67 |
|
|
2022
Q1 | $1.13M | Hold |
17,754
| – | – | 0.5% | 63 |
|
|
2021
Q4 | $1.01M | Hold |
17,754
| – | – | 0.42% | 76 |
|
|
2021
Q3 | $1.02M | Hold |
17,754
| – | – | 0.48% | 66 |
|
|
2021
Q2 | $1.12M | Hold |
17,754
| – | – | 0.53% | 62 |
|
|
2021
Q1 | $1.14M | Hold |
17,754
| – | – | 0.55% | 60 |
|
|
2020
Q4 | $985K | Sell |
17,754
-1,471
| -8% | -$81.6K | 0.52% | 60 |
|
|
2020
Q3 | $905K | Hold |
19,225
| – | – | 0.52% | 55 |
|
|
2020
Q2 | $784K | Sell |
19,225
-66
| -0.3% | -$2.69K | 0.49% | 57 |
|
|
2020
Q1 | $564K | Hold |
19,291
| – | – | 0.41% | 67 |
|
|
2019
Q4 | $1.06M | Sell |
19,291
-166
| -0.9% | -$9.09K | 0.6% | 50 |
|
|
2019
Q3 | $927K | Sell |
19,457
-163
| -0.8% | -$7.77K | 0.58% | 51 |
|
|
2019
Q2 | $967K | Buy |
+19,620
| New | +$967K | 0.61% | 49 |
|