Pinnacle Wealth Planning Services’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 |
-7,937
| Closed | -$277K | – | 463 |
|
|
2025
Q1 | $277K | Buy |
+7,937
| New | +$277K | 0.04% | 281 |
|
|
2024
Q4 | – | Sell |
-6,672
| Closed | -$364K | – | 433 |
|
|
2024
Q3 | $364K | Buy |
6,672
+2
| +0% | +$109 | 0.05% | 247 |
|
|
2024
Q2 | $354K | Buy |
6,670
+258
| +4% | +$13.7K | 0.05% | 247 |
|
|
2024
Q1 | $371K | Buy |
6,412
+151
| +2% | +$8.75K | 0.05% | 243 |
|
|
2023
Q4 | $343K | Sell |
6,261
-147
| -2% | -$8.06K | 0.05% | 238 |
|
|
2023
Q3 | $330K | Buy |
6,408
+117
| +2% | +$6.03K | 0.05% | 234 |
|
|
2023
Q2 | $335K | Sell |
6,291
-435
| -6% | -$23.2K | 0.05% | 240 |
|
|
2023
Q1 | $369K | Buy |
6,726
+1,151
| +21% | +$63.1K | 0.06% | 229 |
|
|
2022
Q4 | $281K | Sell |
5,575
-1,644
| -23% | -$82.8K | 0.05% | 279 |
|
|
2022
Q3 | $318K | Buy |
+7,219
| New | +$318K | 0.06% | 221 |
|
|
2022
Q2 | – | Sell |
-6,208
| Closed | -$396K | – | 435 |
|
|
2022
Q1 | $396K | Buy |
6,208
+1,379
| +29% | +$88K | 0.07% | 207 |
|
|
2021
Q4 | $274K | Sell |
4,829
-775
| -14% | -$44K | 0.05% | 275 |
|
|
2021
Q3 | $323K | Buy |
5,604
+956
| +21% | +$55.1K | 0.07% | 224 |
|
|
2021
Q2 | $294K | Buy |
4,648
+39
| +0.8% | +$2.47K | 0.07% | 227 |
|
|
2021
Q1 | $295K | Buy |
4,609
+2,348
| +104% | +$150K | 0.08% | 220 |
|
|
2020
Q4 | $125K | Buy |
+2,261
| New | +$125K | 0.03% | 387 |
|