Waverly 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 | $1.24M | Buy |
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|
2025
Q2 | $435K | Sell |
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|
2025
Q1 | $714K | Sell |
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|
2024
Q4 | $859K | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $763K | Buy |
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|
2023
Q3 | $656K | Sell |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $802K | Buy |
|