SVB Wealth’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 | $488K | Buy |
+18,443
| New | +$488K | 0.03% | 300 |
|
|
2025
Q1 | – | Sell |
-31,249
| Closed | -$1.25M | – | 1559 |
|
|
2024
Q4 | $1.25M | Buy |
+31,249
| New | +$1.25M | 0.02% | 280 |
|
|
2024
Q3 | – | Sell |
-34,056
| Closed | -$1.81M | – | 175 |
|
|
2024
Q2 | $1.81M | Sell |
34,056
-1,743
| -5% | -$92.5K | 0.04% | 243 |
|
|
2024
Q1 | $2.07M | Sell |
35,799
-2,031
| -5% | -$118K | 0.05% | 243 |
|
|
2023
Q4 | $2.07M | Buy |
37,830
+321
| +0.9% | +$17.6K | 0.05% | 237 |
|
|
2023
Q3 | $1.93M | Sell |
37,509
-4,001
| -10% | -$206K | 0.04% | 230 |
|
|
2023
Q2 | $2.21M | Sell |
41,510
-1,012
| -2% | -$53.9K | 0.04% | 226 |
|
|
2023
Q1 | $2.33M | Sell |
42,522
-3,765
| -8% | -$206K | 0.03% | 242 |
|
|
2022
Q4 | $2.33M | Buy |
46,287
+5,733
| +14% | +$289K | 0.03% | 244 |
|
|
2022
Q3 | $1.78M | Sell |
40,554
-1,690
| -4% | -$74.3K | 0.03% | 272 |
|
|
2022
Q2 | $2.18M | Buy |
42,244
+2,225
| +6% | +$115K | 0.03% | 212 |
|
|
2022
Q1 | $2.55M | Buy |
40,019
+5,082
| +15% | +$324K | 0.03% | 203 |
|
|
2021
Q4 | $1.98M | Buy |
34,937
+1,322
| +4% | +$75K | 0.03% | 223 |
|
|
2021
Q3 | $1.94M | Buy |
33,615
+9,760
| +41% | +$562K | 0.02% | 266 |
|
|
2021
Q2 | $1.51M | Buy |
23,855
+303
| +1% | +$19.2K | 0.02% | 305 |
|
|
2021
Q1 | $1.51M | Buy |
23,552
+1,100
| +5% | +$70.3K | 0.02% | 280 |
|
|
2020
Q4 | $1.25M | Buy |
22,452
+177
| +0.8% | +$9.82K | 0.02% | 295 |
|
|
2020
Q3 | $1.05M | Sell |
22,275
-503
| -2% | -$23.7K | 0.02% | 294 |
|
|
2020
Q2 | $928K | Sell |
22,778
-297
| -1% | -$12.1K | 0.02% | 277 |
|
|
2020
Q1 | $675K | Sell |
23,075
-2,844
| -11% | -$83.2K | 0.02% | 276 |
|
|
2019
Q4 | $1.42M | Buy |
25,919
+1,035
| +4% | +$56.7K | 0.03% | 253 |
|
|
2019
Q3 | $1.19M | Sell |
24,884
-899
| -3% | -$42.8K | 0.02% | 256 |
|
|
2019
Q2 | $1.27M | Buy |
+25,783
| New | +$1.27M | 0.04% | 253 |
|