Wealthcare Advisory Partners’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 | – | Sell |
-8,477
| Closed | -$224K | – | 1029 |
|
|
2025
Q2 | $224K | Buy |
8,477
+2,678
| +46% | +$77.9K | 0.01% | 898 |
|
|
2025
Q1 | $203K | Sell |
5,799
-1,061
| -15% | -$40.7K | 0.01% | 865 |
|
|
2024
Q4 | $275K | Sell |
6,860
-36
| -0.5% | -$1.68K | 0.01% | 742 |
|
|
2024
Q3 | $377K | Sell |
6,896
-2,125
| -24% | -$112K | 0.01% | 641 |
|
|
2024
Q2 | $479K | Buy |
9,021
+880
| +11% | +$50.3K | 0.02% | 547 |
|
|
2024
Q1 | $472K | Buy |
8,141
+1,856
| +30% | +$103K | 0.02% | 551 |
|
|
2023
Q4 | $345K | Buy |
6,285
+269
| +4% | +$13.7K | 0.01% | 570 |
|
|
2023
Q3 | $310K | Buy |
6,016
+196
| +3% | +$10.5K | 0.01% | 542 |
|
|
2023
Q2 | $310K | Buy |
5,820
+56
| +1% | +$2.98K | 0.01% | 553 |
|
|
2023
Q1 | $316K | Sell |
5,764
-544
| -9% | -$30.6K | 0.01% | 567 |
|
|
2022
Q4 | $318K | Buy |
6,308
+156
| +3% | +$7.62K | 0.02% | 519 |
|
|
2022
Q3 | $270K | Sell |
6,152
-3,931
| -39% | -$199K | 0.02% | 508 |
|
|
2022
Q2 | $520K | Sell |
10,083
-7,067
| -41% | -$453K | 0.03% | 318 |
|
|
2022
Q1 | $1.09M | Buy |
17,150
+348
| +2% | +$21K | 0.07% | 177 |
|
|
2021
Q4 | $953K | Buy |
16,802
+8,542
| +103% | +$487K | 0.06% | 205 |
|
|
2021
Q3 | $475K | Sell |
8,260
-2,503
| -23% | -$153K | 0.03% | 328 |
|
|
2021
Q2 | $681K | Sell |
10,763
-65
| -0.6% | -$4.29K | 0.05% | 255 |
|
|
2021
Q1 | $692K | Buy |
10,828
+4,487
| +71% | +$269K | 0.05% | 233 |
|
|
2020
Q4 | $352K | Buy |
+6,341
| New | +$327K | 0.03% | 298 |
|
|
2020
Q2 | – | Sell |
-1,019
| Closed | -$30K | – | 567 |
|
|
2020
Q1 | $30K | Sell |
1,019
-55
| -5% | -$2.34K | ﹤0.01% | 621 |
|
|
2019
Q4 | $59K | Sell |
1,074
-235
| -18% | -$12.1K | 0.01% | 512 |
|
|
2019
Q3 | $62K | Sell |
1,309
-98
| -7% | -$4.59K | 0.01% | 486 |
|
|
2019
Q2 | $69K | Buy |
+1,407
| New | +$74.3K | 0.01% | 444 |
|
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