SAM
Secure Asset Management’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
9,631
-138
| -1% | -$3.65K | 0.05% | 268 |
|
|
2025
Q1 | $341K | Buy |
9,769
+116
| +1% | +$4.05K | 0.07% | 215 |
|
|
2024
Q4 | $387K | Buy |
9,653
+931
| +11% | +$37.4K | 0.06% | 225 |
|
|
2024
Q3 | $477K | Buy |
8,722
+1,349
| +18% | +$73.7K | 0.08% | 185 |
|
|
2024
Q2 | $391K | Buy |
7,373
+197
| +3% | +$10.5K | 0.07% | 186 |
|
|
2024
Q1 | $416K | Buy |
7,176
+24
| +0.3% | +$1.39K | 0.1% | 142 |
|
|
2023
Q4 | $392K | Buy |
7,152
+195
| +3% | +$10.7K | 0.11% | 143 |
|
|
2023
Q3 | $359K | Buy |
6,957
+3,043
| +78% | +$157K | 0.11% | 143 |
|
|
2023
Q2 | $208K | Buy |
3,914
+141
| +4% | +$7.51K | 0.06% | 183 |
|
|
2023
Q1 | $207K | Buy |
+3,773
| New | +$207K | 0.07% | 181 |
|
|
2022
Q3 | – | Sell |
-3,973
| Closed | -$205K | – | 164 |
|
|
2022
Q2 | $205K | Buy |
3,973
+91
| +2% | +$4.7K | 0.11% | 159 |
|
|
2022
Q1 | $247K | Buy |
3,882
+221
| +6% | +$14.1K | 0.11% | 164 |
|
|
2021
Q4 | $208K | Buy |
3,661
+5
| +0.1% | +$284 | 0.08% | 197 |
|
|
2021
Q3 | $210K | Sell |
3,656
-17
| -0.5% | -$976 | 0.1% | 166 |
|
|
2021
Q2 | $232K | Buy |
3,673
+4
| +0.1% | +$253 | 0.12% | 163 |
|
|
2021
Q1 | $235K | Sell |
3,669
-1,583
| -30% | -$101K | 0.13% | 154 |
|
|
2020
Q4 | $292K | Sell |
5,252
-739
| -12% | -$41.1K | 0.17% | 115 |
|
|
2020
Q3 | $282K | Sell |
5,991
-435
| -7% | -$20.5K | 0.19% | 110 |
|
|
2020
Q2 | $262K | Buy |
+6,426
| New | +$262K | 0.18% | 124 |
|
|
2020
Q1 | – | Sell |
-8,475
| Closed | -$464K | – | 122 |
|
|
2019
Q4 | $464K | Buy |
+8,475
| New | +$464K | 0.33% | 81 |
|