swisspartners 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 | $4.14M | Buy |
156,385
+15,300
| +11% | +$405K | 3.9% | 13 |
|
|
2025
Q1 | $4.36M | Buy |
141,085
+8,330
| +6% | +$257K | 4.59% | 12 |
|
|
2024
Q4 | $4.84M | Buy |
132,755
+7,275
| +6% | +$265K | 5.21% | 11 |
|
|
2024
Q3 | $5.8M | Buy |
125,480
+5,100
| +4% | +$236K | 5.34% | 9 |
|
|
2024
Q2 | $5.77M | Buy |
120,380
+2,050
| +2% | +$98.2K | 5.83% | 9 |
|
|
2024
Q1 | $6.18M | Buy |
118,330
+2,490
| +2% | +$130K | 5.1% | 9 |
|
|
2023
Q4 | $5.35M | Sell |
115,840
-760
| -0.7% | -$35.1K | 4.67% | 8 |
|
|
2023
Q3 | $5.5M | Buy |
116,600
+550
| +0.5% | +$26K | 4.84% | 10 |
|
|
2023
Q2 | $6.18M | Buy |
116,050
+960
| +0.8% | +$51.1K | 4.99% | 8 |
|
|
2023
Q1 | $6.31M | Sell |
115,090
-770
| -0.7% | -$42.2K | 5.26% | 7 |
|
|
2022
Q4 | $5.84M | Sell |
115,860
-870
| -0.7% | -$43.8K | 5.21% | 8 |
|
|
2022
Q3 | $5.13M | Buy |
+116,730
| New | +$5.13M | 5.05% | 8 |
|