RBA
Richard Bernstein Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Hold |
95,634
| – | – | 0.06% | 164 |
|
|
2025
Q1 | $3.34M | Sell |
95,634
-4,391
| -4% | -$153K | 0.08% | 128 |
|
|
2024
Q4 | $4.01M | Hold |
100,025
| – | – | 0.09% | 110 |
|
|
2024
Q3 | $5.46M | Hold |
100,025
| – | – | 0.12% | 66 |
|
|
2024
Q2 | $5.31M | Hold |
100,025
| – | – | 0.12% | 61 |
|
|
2024
Q1 | $5.79M | Hold |
100,025
| – | – | 0.12% | 61 |
|
|
2023
Q4 | $5.49M | Buy |
100,025
+45,299
| +83% | +$2.48M | 0.12% | 58 |
|
|
2023
Q3 | $2.82M | Buy |
+54,726
| New | +$2.82M | 0.06% | 122 |
|