Valeo 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 | $423K | Buy |
15,971
+2,782
| +21% | +$73.7K | 0.01% | 491 |
|
|
2025
Q1 | $461K | Buy |
13,189
+948
| +8% | +$33.1K | 0.01% | 427 |
|
|
2024
Q4 | $491K | Sell |
12,241
-3,113
| -20% | -$125K | 0.01% | 406 |
|
|
2024
Q3 | $839K | Sell |
15,354
-992
| -6% | -$54.2K | 0.02% | 288 |
|
|
2024
Q2 | $867K | Sell |
16,346
-267
| -2% | -$14.2K | 0.03% | 265 |
|
|
2024
Q1 | $947K | Sell |
16,613
-29
| -0.2% | -$1.65K | 0.03% | 248 |
|
|
2023
Q4 | $913K | Buy |
16,642
+924
| +6% | +$50.7K | 0.04% | 238 |
|
|
2023
Q3 | $810K | Buy |
15,718
+316
| +2% | +$16.3K | 0.04% | 238 |
|
|
2023
Q2 | $820K | Buy |
15,402
+410
| +3% | +$21.8K | 0.04% | 229 |
|
|
2023
Q1 | $822K | Buy |
14,992
+502
| +3% | +$27.5K | 0.04% | 242 |
|
|
2022
Q4 | $730K | Buy |
14,490
+1,639
| +13% | +$82.6K | 0.04% | 230 |
|
|
2022
Q3 | $565K | Buy |
12,851
+101
| +0.8% | +$4.44K | 0.04% | 237 |
|
|
2022
Q2 | $658K | Sell |
12,750
-18,582
| -59% | -$959K | 0.04% | 211 |
|
|
2022
Q1 | $2M | Buy |
31,332
+1,725
| +6% | +$110K | 0.1% | 118 |
|
|
2021
Q4 | $1.68M | Buy |
29,607
+2,466
| +9% | +$140K | 0.09% | 133 |
|
|
2021
Q3 | $1.56M | Buy |
27,141
+12,177
| +81% | +$701K | 0.09% | 133 |
|
|
2021
Q2 | $947K | Buy |
14,964
+2,275
| +18% | +$144K | 0.06% | 161 |
|
|
2021
Q1 | $811K | Buy |
12,689
+3,559
| +39% | +$227K | 0.04% | 197 |
|
|
2020
Q4 | $507K | Sell |
9,130
-967
| -10% | -$53.7K | 0.03% | 240 |
|
|
2020
Q3 | $475K | Buy |
10,097
+3,197
| +46% | +$150K | 0.04% | 190 |
|
|
2020
Q2 | $281K | Sell |
6,900
-5,643
| -45% | -$230K | 0.03% | 259 |
|
|
2020
Q1 | $458K | Buy |
12,543
+5,259
| +72% | +$192K | 0.05% | 183 |
|
|
2019
Q4 | $399K | Buy |
7,284
+336
| +5% | +$18.4K | 0.04% | 220 |
|
|
2019
Q3 | $331K | Sell |
6,948
-2,157
| -24% | -$103K | 0.04% | 217 |
|
|
2019
Q2 | $449K | Buy |
+9,105
| New | +$449K | 0.05% | 187 |
|