U.S. Capital 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
Q2 | $7.92M | Buy |
299,129
+27,697
| +10% | +$733K | 0.23% | 116 |
|
|
2025
Q1 | $9.48M | Buy |
271,432
+82,067
| +43% | +$2.87M | 0.29% | 85 |
|
|
2024
Q4 | $7.6M | Sell |
189,365
-68,971
| -27% | -$2.77M | 0.24% | 98 |
|
|
2024
Q3 | $14.1M | Buy |
258,336
+4,377
| +2% | +$239K | 0.5% | 50 |
|
|
2024
Q2 | $13.5M | Buy |
253,959
+1,546
| +0.6% | +$82K | 0.51% | 44 |
|
|
2024
Q1 | $14.6M | Sell |
252,413
-3,263
| -1% | -$189K | 0.56% | 35 |
|
|
2023
Q4 | $14M | Sell |
255,676
-3,948
| -2% | -$217K | 0.56% | 34 |
|
|
2023
Q3 | $13.4M | Buy |
259,624
+6,897
| +3% | +$356K | 0.6% | 32 |
|
|
2023
Q2 | $13.5M | Buy |
252,727
+13,725
| +6% | +$731K | 0.64% | 32 |
|
|
2023
Q1 | $13.1M | Buy |
239,002
+18,160
| +8% | +$996K | 0.61% | 29 |
|
|
2022
Q4 | $11.1M | Sell |
220,842
-1,349
| -0.6% | -$68K | 0.52% | 30 |
|
|
2022
Q3 | $9.76M | Sell |
222,191
-170,960
| -43% | -$7.51M | 0.49% | 31 |
|
|
2022
Q2 | $20.3M | Buy |
393,151
+48,940
| +14% | +$2.53M | 0.89% | 17 |
|
|
2022
Q1 | $21.9M | Buy |
344,211
+127,858
| +59% | +$8.15M | 0.8% | 18 |
|
|
2021
Q4 | $12.3M | Buy |
216,353
+6,334
| +3% | +$359K | 0.49% | 44 |
|
|
2021
Q3 | $12.1M | Buy |
+210,019
| New | +$12.1M | 0.52% | 41 |
|