Plante Moran Financial Advisors’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 | $31.1K | Sell |
1,176
-300
| -20% | -$7.94K | ﹤0.01% | 419 |
|
2025
Q1 | $51.5K | Sell |
1,476
-713
| -33% | -$24.9K | ﹤0.01% | 327 |
|
2024
Q4 | $87.8K | Buy |
2,189
+34
| +2% | +$1.36K | 0.01% | 277 |
|
2024
Q3 | $118K | Sell |
2,155
-100
| -4% | -$5.46K | 0.01% | 254 |
|
2024
Q2 | $120K | Buy |
2,255
+25
| +1% | +$1.33K | 0.01% | 223 |
|
2024
Q1 | $129K | Buy |
2,230
+75
| +3% | +$4.35K | 0.01% | 216 |
|
2023
Q4 | $118K | Hold |
2,155
| – | – | 0.01% | 231 |
|
2023
Q3 | $111K | Sell |
2,155
-115
| -5% | -$5.93K | 0.01% | 217 |
|
2023
Q2 | $121K | Buy |
2,270
+115
| +5% | +$6.13K | 0.01% | 216 |
|
2023
Q1 | $118K | Sell |
2,155
-152
| -7% | -$8.33K | 0.02% | 210 |
|
2022
Q4 | $116K | Buy |
2,307
+1,305
| +130% | +$65.8K | 0.02% | 215 |
|
2022
Q3 | $44K | Hold |
1,002
| – | – | 0.01% | 328 |
|
2022
Q2 | $52K | Buy |
1,002
+23
| +2% | +$1.19K | 0.01% | 311 |
|
2022
Q1 | $62K | Sell |
979
-241
| -20% | -$15.3K | 0.01% | 300 |
|
2021
Q4 | $69K | Sell |
1,220
-167
| -12% | -$9.45K | 0.01% | 304 |
|
2021
Q3 | $80K | Sell |
1,387
-375
| -21% | -$21.6K | 0.02% | 299 |
|
2021
Q2 | $111K | Buy |
1,762
+466
| +36% | +$29.4K | 0.03% | 237 |
|
2021
Q1 | $83K | Sell |
1,296
-2,029
| -61% | -$130K | 0.02% | 276 |
|
2020
Q4 | $185K | Buy |
3,325
+2,600
| +359% | +$145K | 0.06% | 180 |
|
2020
Q3 | $34K | Hold |
725
| – | – | 0.01% | 385 |
|
2020
Q2 | $30K | Sell |
725
-303
| -29% | -$12.5K | 0.01% | 361 |
|
2020
Q1 | $30K | Buy |
1,028
+526
| +105% | +$15.4K | 0.01% | 327 |
|
2019
Q4 | $27K | Sell |
502
-555
| -53% | -$29.9K | 0.01% | 410 |
|
2019
Q3 | $50K | Sell |
1,057
-1,244
| -54% | -$58.8K | 0.01% | 336 |
|
2019
Q2 | $113K | Buy |
+2,301
| New | +$113K | 0.03% | 207 |
|