Spire Wealth Management’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 | $113K | Sell |
4,272
-3,152
| -42% | -$83.5K | ﹤0.01% | 929 |
|
|
2025
Q1 | $259K | Buy |
7,424
+1,426
| +24% | +$49.8K | 0.01% | 761 |
|
|
2024
Q4 | $241K | Sell |
5,998
-2,298
| -28% | -$92.2K | 0.01% | 771 |
|
|
2024
Q3 | $453K | Buy |
8,296
+256
| +3% | +$14K | 0.02% | 542 |
|
|
2024
Q2 | $427K | Sell |
8,040
-4,317
| -35% | -$229K | 0.02% | 522 |
|
|
2024
Q1 | $716K | Sell |
12,357
-315
| -2% | -$18.2K | 0.01% | 439 |
|
|
2023
Q4 | $669K | Sell |
12,672
-36
| -0.3% | -$1.9K | 0.02% | 449 |
|
|
2023
Q3 | $655K | Buy |
12,708
+2,045
| +19% | +$105K | 0.02% | 422 |
|
|
2023
Q2 | $568K | Sell |
10,663
-735
| -6% | -$39.1K | 0.02% | 467 |
|
|
2023
Q1 | $625K | Buy |
11,398
+3,020
| +36% | +$166K | 0.02% | 441 |
|
|
2022
Q4 | $422K | Buy |
8,378
+1,234
| +17% | +$62.2K | 0.02% | 388 |
|
|
2022
Q3 | $314K | Sell |
7,144
-2,999
| -30% | -$132K | 0.02% | 426 |
|
|
2022
Q2 | $523K | Sell |
10,143
-1,654
| -14% | -$85.3K | 0.02% | 458 |
|
|
2022
Q1 | $752K | Sell |
11,797
-2,916
| -20% | -$186K | 0.02% | 459 |
|
|
2021
Q4 | $840K | Buy |
14,713
+2,048
| +16% | +$117K | 0.02% | 520 |
|
|
2021
Q3 | $729K | Buy |
12,665
+1,184
| +10% | +$68.2K | 0.02% | 484 |
|
|
2021
Q2 | $727K | Sell |
11,481
-2,172
| -16% | -$138K | 0.02% | 506 |
|
|
2021
Q1 | $873K | Buy |
+13,653
| New | +$873K | 0.02% | 487 |
|