SS&H 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 | $623K | Sell |
23,512
-3,489
| -13% | -$92.4K | 0.21% | 78 |
|
|
2025
Q1 | $943K | Buy |
27,001
+3,850
| +17% | +$134K | 0.35% | 62 |
|
|
2024
Q4 | $930K | Buy |
23,151
+2,990
| +15% | +$120K | 0.34% | 68 |
|
|
2024
Q3 | $1.1M | Buy |
20,161
+1,833
| +10% | +$100K | 0.4% | 58 |
|
|
2024
Q2 | $972K | Sell |
18,328
-40
| -0.2% | -$2.12K | 0.38% | 62 |
|
|
2024
Q1 | $1.06M | Hold |
18,368
| – | – | 0.44% | 57 |
|
|
2023
Q4 | $1.01M | Buy |
18,368
+2,100
| +13% | +$115K | 0.43% | 58 |
|
|
2023
Q3 | $839K | Buy |
+16,268
| New | +$839K | 0.39% | 60 |
|
|
2023
Q1 | $1.06M | Buy |
19,268
+1,000
| +5% | +$54.8K | 0.48% | 55 |
|
|
2022
Q4 | $921K | Sell |
18,268
-1,450
| -7% | -$73.1K | 0.44% | 63 |
|
|
2022
Q3 | $866K | Buy |
19,718
+8,250
| +72% | +$362K | 0.45% | 64 |
|
|
2022
Q2 | $592K | Buy |
11,468
+533
| +5% | +$27.5K | 0.27% | 77 |
|
|
2022
Q1 | $697K | Buy |
+10,935
| New | +$697K | 0.27% | 79 |
|