Principle Wealth Partners’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 | $394K | Sell |
14,889
-7,831
| -34% | -$207K | 0.02% | 260 |
|
|
2025
Q1 | $793K | Sell |
22,720
-31,643
| -58% | -$1.1M | 0.06% | 177 |
|
|
2024
Q4 | $2.18M | Sell |
54,363
-38,138
| -41% | -$1.53M | 0.15% | 117 |
|
|
2024
Q3 | $5.05M | Buy |
92,501
+5,814
| +7% | +$318K | 0.36% | 67 |
|
|
2024
Q2 | $4.6M | Buy |
86,687
+432
| +0.5% | +$22.9K | 0.35% | 73 |
|
|
2024
Q1 | $5M | Buy |
86,255
+425
| +0.5% | +$24.6K | 0.39% | 66 |
|
|
2023
Q4 | $4.71M | Sell |
85,830
-700
| -0.8% | -$38.4K | 0.41% | 65 |
|
|
2023
Q3 | $4.46M | Buy |
86,530
+888
| +1% | +$45.8K | 0.45% | 59 |
|
|
2023
Q2 | $4.56M | Buy |
85,642
+1,010
| +1% | +$53.8K | 0.46% | 53 |
|
|
2023
Q1 | $4.64M | Buy |
84,632
+3,247
| +4% | +$178K | 0.5% | 53 |
|
|
2022
Q4 | $4.1M | Sell |
81,385
-1,420
| -2% | -$71.6K | 0.46% | 56 |
|
|
2022
Q3 | $229K | Buy |
82,805
+6,486
| +8% | +$17.9K | 21.6% | 1 |
|
|
2022
Q2 | $3.94M | Sell |
76,319
-1,084
| -1% | -$55.9K | 0.47% | 49 |
|
|
2022
Q1 | $4.93M | Buy |
77,403
+356
| +0.5% | +$22.7K | 0.52% | 44 |
|
|
2021
Q4 | $1.37M | Buy |
77,047
+4,301
| +6% | +$76.5K | 0.14% | 116 |
|
|
2021
Q3 | $4.19M | Buy |
72,746
+2,880
| +4% | +$166K | 0.48% | 46 |
|
|
2021
Q2 | $4.42M | Sell |
69,866
-6,873
| -9% | -$435K | 0.5% | 42 |
|
|
2021
Q1 | $4.91M | Buy |
76,739
+5,752
| +8% | +$368K | 0.57% | 36 |
|
|
2020
Q4 | $3.94M | Buy |
70,987
+58,404
| +464% | +$3.24M | 0.52% | 38 |
|
|
2020
Q3 | $592K | Sell |
12,583
-3,916
| -24% | -$184K | 0.17% | 75 |
|
|
2020
Q2 | $673K | Buy |
16,499
+4,721
| +40% | +$193K | 0.2% | 66 |
|
|
2020
Q1 | $344K | Sell |
11,778
-635
| -5% | -$18.5K | 0.13% | 103 |
|
|
2019
Q4 | $679K | Sell |
12,413
-2,319
| -16% | -$127K | 0.22% | 79 |
|
|
2019
Q3 | $702K | Buy |
+14,732
| New | +$702K | 0.24% | 71 |
|