Transamerica Financial Advisors’s Dow Inc DOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.24K	Buy	149 +107	+255%	+$3.39K	﹤0.01%	1004
2025 Q4	$984	Sell	42 -3	-7%	-$69	﹤0.01%	1248
2025 Q3	$1.02K	Buy	45 +1	+2%	+$25	﹤0.01%	1167
2025 Q2	$1.14K	Sell	44 -14	-24%	-$407	﹤0.01%	412
2025 Q1	$3K	Sell	58 -16,601	-100%	-$638K	﹤0.01%	378
2024 Q4	$669K	Buy	16,659 +3,388	+26%	+$158K	0.07%	180
2024 Q3	$725K	Sell	13,271 -974	-7%	-$51.4K	0.07%	176
2024 Q2	$756K	Hold	14,245	–	–	0.08%	155
2024 Q1	$826K	Sell	14,245 -3,479	-20%	-$192K	0.08%	169
2023 Q4	$972K	Sell	17,724 -8,174	-32%	-$418K	0.13%	113
2023 Q3	$1.34M	Buy	25,898 +18,063	+231%	+$970K	0.18%	102
2023 Q2	$418K	Sell	7,835 -172	-2%	-$9.14K	0.05%	187
2023 Q1	$439K	Buy	8,007 +704	+10%	+$39.6K	0.06%	185
2022 Q4	$368K	Buy	7,303 +345	+5%	+$16.9K	0.05%	186
2022 Q3	$306K	Buy	6,958 +159	+2%	+$8.06K	0.05%	184
2022 Q2	$351K	Buy	+6,799	New	+$435K	0.05%	179
2019 Q3	–	Sell	-22	Closed	-$2K	–	185
2019 Q2	$2K	Buy	+22	New	+$1.16K	﹤0.01%	377