Strategic 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
Sell
-7,602
Closed -$265K 183
2025
Q1
$265K Sell
7,602
-5,796
-43% -$202K 0.05% 164
2024
Q4
$538K Sell
13,398
-371
-3% -$14.9K 0.1% 129
2024
Q3
$752K Sell
13,769
-910
-6% -$49.7K 0.14% 119
2024
Q2
$779K Sell
14,679
-1,499
-9% -$79.5K 0.15% 115
2024
Q1
$937K Sell
16,178
-408
-2% -$23.6K 0.18% 105
2023
Q4
$910K Sell
16,586
-51
-0.3% -$2.8K 0.17% 106
2023
Q3
$858K Buy
16,637
+297
+2% +$15.3K 0.17% 110
2023
Q2
$870K Sell
16,340
-2,000
-11% -$107K 0.17% 111
2023
Q1
$1.01M Buy
18,340
+9,000
+96% +$493K 0.2% 94
2022
Q4
$471K Buy
9,340
+961
+11% +$48.4K 0.1% 131
2022
Q3
$368K Buy
8,379
+1,823
+28% +$80.1K 0.08% 141
2022
Q2
$338K Buy
6,556
+2,440
+59% +$126K 0.07% 147
2022
Q1
$262K Sell
4,116
-333
-7% -$21.2K 0.05% 167
2021
Q4
$252K Hold
4,449
0.04% 175
2021
Q3
$256K Sell
4,449
-232
-5% -$13.4K 0.06% 159
2021
Q2
$296K Buy
4,681
+77
+2% +$4.87K 0.08% 138
2021
Q1
$294K Sell
4,604
-2,092
-31% -$134K 0.09% 130
2020
Q4
$391K Sell
6,696
-641
-9% -$37.4K 0.11% 116
2020
Q3
$356K Sell
7,337
-586
-7% -$28.4K 0.12% 115
2020
Q2
$351K Sell
7,923
-1,858
-19% -$82.3K 0.13% 108
2020
Q1
$340K Sell
9,781
-337
-3% -$11.7K 0.15% 106
2019
Q4
$554K Sell
10,118
-1,251
-11% -$68.5K 0.19% 102
2019
Q3
$542K Buy
+11,369
New +$542K 0.2% 96