Talisman Wealth 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
Q1 | – | Sell |
-5,186
| Closed | -$208K | – | 106 |
|
|
2024
Q4 | $208K | Sell |
5,186
-79
| -2% | -$3.17K | 0.22% | 99 |
|
|
2024
Q3 | $290K | Sell |
5,265
-19
| -0.4% | -$1.05K | 0.31% | 76 |
|
|
2024
Q2 | $280K | Sell |
5,284
-86
| -2% | -$4.56K | 0.32% | 72 |
|
|
2024
Q1 | $311K | Sell |
5,370
-114
| -2% | -$6.6K | 0.39% | 67 |
|
|
2023
Q4 | $301K | Sell |
5,484
-103
| -2% | -$5.65K | 0.45% | 67 |
|
|
2023
Q3 | $288K | Sell |
5,587
-23
| -0.4% | -$1.19K | 0.5% | 64 |
|
|
2023
Q2 | $299K | Buy |
5,610
+37
| +0.7% | +$1.97K | 0.51% | 65 |
|
|
2023
Q1 | $306K | Buy |
5,573
+75
| +1% | +$4.12K | 0.55% | 64 |
|
|
2022
Q4 | $277K | Buy |
+5,498
| New | +$277K | 0.59% | 55 |
|