Transamerica Financial 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
$1.14K Sell
44
-14
-24% -$364 ﹤0.01% 412
2025
Q1
$3K Sell
58
-16,601
-100% -$859K ﹤0.01% 378
2024
Q4
$669K Buy
16,659
+3,388
+26% +$136K 0.07% 180
2024
Q3
$725K Sell
13,271
-974
-7% -$53.2K 0.07% 176
2024
Q2
$756K Hold
14,245
0.08% 155
2024
Q1
$826K Sell
14,245
-3,479
-20% -$202K 0.08% 169
2023
Q4
$972K Sell
17,724
-8,174
-32% -$448K 0.13% 113
2023
Q3
$1.34M Buy
25,898
+18,063
+231% +$932K 0.18% 102
2023
Q2
$418K Sell
7,835
-172
-2% -$9.18K 0.05% 187
2023
Q1
$439K Buy
8,007
+704
+10% +$38.6K 0.06% 185
2022
Q4
$368K Buy
7,303
+345
+5% +$17.4K 0.05% 186
2022
Q3
$306K Buy
6,958
+159
+2% +$6.99K 0.05% 184
2022
Q2
$351K Buy
+6,799
New +$351K 0.05% 179
2019
Q3
Sell
-22
Closed -$2K 185
2019
Q2
$2K Buy
+22
New +$2K ﹤0.01% 377