Summit Trail 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 | $317K | Buy |
+11,971
| New | +$317K | 0.01% | 902 |
|
|
2024
Q4 | – | Sell |
-22,914
| Closed | -$1.25M | – | 493 |
|
|
2024
Q3 | $1.25M | Buy |
22,914
+1,417
| +7% | +$77.4K | 0.03% | 228 |
|
|
2024
Q2 | $1.14M | Buy |
21,497
+5,931
| +38% | +$315K | 0.03% | 224 |
|
|
2024
Q1 | $902K | Buy |
15,566
+9,297
| +148% | +$539K | 0.02% | 232 |
|
|
2023
Q4 | $344K | Buy |
6,269
+546
| +10% | +$29.9K | 0.01% | 368 |
|
|
2023
Q3 | $295K | Buy |
5,723
+576
| +11% | +$29.7K | 0.01% | 377 |
|
|
2023
Q2 | $274K | Buy |
5,147
+927
| +22% | +$49.4K | 0.01% | 395 |
|
|
2023
Q1 | $231K | Buy |
+4,220
| New | +$231K | 0.01% | 365 |
|