Stolper & Co’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-81,335
| Closed | -$4.44M | – | 89 |
|
|
2024
Q3 | $4.44M | Hold |
81,335
| – | – | 1.45% | 28 |
|
|
2024
Q2 | $4.32M | Buy |
81,335
+4,312
| +6% | +$229K | 1.52% | 28 |
|
|
2024
Q1 | $4.46M | Buy |
77,023
+460
| +0.6% | +$26.6K | 1.61% | 28 |
|
|
2023
Q4 | $4.2M | Sell |
76,563
-13,550
| -15% | -$743K | 1.69% | 26 |
|
|
2023
Q3 | $4.65M | Buy |
90,113
+265
| +0.3% | +$13.7K | 2.01% | 18 |
|
|
2023
Q2 | $4.79M | Sell |
89,848
-274
| -0.3% | -$14.6K | 2.01% | 20 |
|
|
2023
Q1 | $4.94M | Sell |
90,122
-3,646
| -4% | -$200K | 2.12% | 18 |
|
|
2022
Q4 | $4.73M | Buy |
93,768
+9,635
| +11% | +$486K | 2.07% | 20 |
|
|
2022
Q3 | $3.7M | Buy |
84,133
+1,057
| +1% | +$46.4K | 1.82% | 22 |
|
|
2022
Q2 | $4.29M | Buy |
83,076
+79
| +0.1% | +$4.08K | 2.01% | 17 |
|
|
2022
Q1 | $5.29M | Buy |
82,997
+10,270
| +14% | +$654K | 2.24% | 15 |
|
|
2021
Q4 | $4.13M | Sell |
72,727
-7,666
| -10% | -$435K | 1.84% | 22 |
|
|
2021
Q3 | $4.63M | Sell |
80,393
-562
| -0.7% | -$32.3K | 2.21% | 17 |
|
|
2021
Q2 | $5.12M | Buy |
80,955
+657
| +0.8% | +$41.6K | 2.42% | 15 |
|
|
2021
Q1 | $5.13M | Buy |
80,298
+35
| +0% | +$2.24K | 2.64% | 11 |
|
|
2020
Q4 | $4.46M | Sell |
80,263
-1,226
| -2% | -$68K | 2.5% | 12 |
|
|
2020
Q3 | $3.83M | Sell |
81,489
-913
| -1% | -$43K | 2.48% | 11 |
|
|
2020
Q2 | $3.36M | Sell |
82,402
-1,495
| -2% | -$60.9K | 2.19% | 14 |
|
|
2020
Q1 | $2.45M | Buy |
+83,897
| New | +$2.45M | 1.76% | 19 |
|