Waverly 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 | $435K | Sell |
16,409
-4,024
| -20% | -$107K | ﹤0.01% | 840 |
|
|
2025
Q1 | $714K | Sell |
20,433
-965
| -5% | -$33.7K | 0.01% | 682 |
|
|
2024
Q4 | $859K | Sell |
21,398
-201
| -0.9% | -$8.07K | 0.01% | 551 |
|
|
2024
Q3 | $1.18M | Sell |
21,599
-1,547
| -7% | -$84.5K | 0.02% | 419 |
|
|
2024
Q2 | $1.23M | Buy |
23,146
+3,773
| +19% | +$200K | 0.02% | 403 |
|
|
2024
Q1 | $1.12M | Buy |
19,373
+5,454
| +39% | +$316K | 0.03% | 347 |
|
|
2023
Q4 | $763K | Buy |
13,919
+1,203
| +9% | +$66K | 0.03% | 246 |
|
|
2023
Q3 | $656K | Sell |
12,716
-1,467
| -10% | -$75.6K | 0.03% | 230 |
|
|
2023
Q2 | $755K | Sell |
14,183
-439
| -3% | -$23.4K | 0.03% | 207 |
|
|
2023
Q1 | $802K | Buy |
+14,622
| New | +$802K | 0.04% | 157 |
|