Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $334K | Sell |
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|
2025
Q2 | $423K | Buy |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $491K | Sell |
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|
2024
Q3 | $839K | Sell |
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|
2024
Q2 | $867K | Sell |
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|
2024
Q1 | $947K | Sell |
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|
2023
Q4 | $913K | Buy |
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|
2023
Q3 | $810K | Buy |
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|
2023
Q2 | $820K | Buy |
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|
2023
Q1 | $822K | Buy |
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|
2022
Q4 | $730K | Buy |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $658K | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.56M | Buy |
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|
2021
Q2 | $947K | Buy |
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|
2021
Q1 | $811K | Buy |
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|
2020
Q4 | $507K | Sell |
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|
2020
Q3 | $475K | Buy |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $458K | Buy |
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|
2019
Q4 | $399K | Buy |
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|
2019
Q3 | $331K | Sell |
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|
2019
Q2 | $449K | Buy |
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