Strategic Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,602
| Closed | -$265K | – | 183 |
|
|
2025
Q1 | $265K | Sell |
7,602
-5,796
| -43% | -$223K | 0.05% | 164 |
|
|
2024
Q4 | $538K | Sell |
13,398
-371
| -3% | -$17.3K | 0.1% | 129 |
|
|
2024
Q3 | $752K | Sell |
13,769
-910
| -6% | -$48K | 0.14% | 119 |
|
|
2024
Q2 | $779K | Sell |
14,679
-1,499
| -9% | -$85.6K | 0.15% | 115 |
|
|
2024
Q1 | $937K | Sell |
16,178
-408
| -2% | -$22.5K | 0.18% | 105 |
|
|
2023
Q4 | $910K | Sell |
16,586
-51
| -0.3% | -$2.61K | 0.17% | 106 |
|
|
2023
Q3 | $858K | Buy |
16,637
+297
| +2% | +$15.9K | 0.17% | 110 |
|
|
2023
Q2 | $870K | Sell |
16,340
-2,000
| -11% | -$106K | 0.17% | 111 |
|
|
2023
Q1 | $1.01M | Buy |
18,340
+9,000
| +96% | +$506K | 0.2% | 94 |
|
|
2022
Q4 | $471K | Buy |
9,340
+961
| +11% | +$46.9K | 0.1% | 131 |
|
|
2022
Q3 | $368K | Buy |
8,379
+1,823
| +28% | +$92.4K | 0.08% | 141 |
|
|
2022
Q2 | $338K | Buy |
6,556
+2,440
| +59% | +$156K | 0.07% | 147 |
|
|
2022
Q1 | $262K | Sell |
4,116
-333
| -7% | -$20.1K | 0.05% | 167 |
|
|
2021
Q4 | $252K | Hold |
4,449
| – | – | 0.04% | 175 |
|
|
2021
Q3 | $256K | Sell |
4,449
-232
| -5% | -$14.2K | 0.06% | 159 |
|
|
2021
Q2 | $296K | Buy |
4,681
+77
| +2% | +$5.08K | 0.08% | 138 |
|
|
2021
Q1 | $294K | Sell |
4,604
-2,092
| -31% | -$125K | 0.09% | 130 |
|
|
2020
Q4 | $391K | Sell |
6,696
-641
| -9% | -$33.1K | 0.11% | 116 |
|
|
2020
Q3 | $356K | Sell |
7,337
-586
| -7% | -$26.3K | 0.12% | 115 |
|
|
2020
Q2 | $351K | Sell |
7,923
-1,858
| -19% | -$68K | 0.13% | 108 |
|
|
2020
Q1 | $340K | Sell |
9,781
-337
| -3% | -$14.3K | 0.15% | 106 |
|
|
2019
Q4 | $554K | Sell |
10,118
-1,251
| -11% | -$64.6K | 0.19% | 102 |
|
|
2019
Q3 | $542K | Buy |
+11,369
| New | +$532K | 0.2% | 96 |
|
Other funds holding DOW
