WealthPlan Investment Management’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 | $210K | Buy |
7,942
+31
| +0.4% | +$821 | 0.02% | 331 |
|
|
2025
Q1 | $276K | Buy |
7,911
+52
| +0.7% | +$1.82K | 0.03% | 230 |
|
|
2024
Q4 | $315K | Sell |
7,859
-1,817
| -19% | -$72.9K | 0.03% | 213 |
|
|
2024
Q3 | $529K | Buy |
9,676
+2
| +0% | +$109 | 0.05% | 157 |
|
|
2024
Q2 | $513K | Buy |
9,674
+1,001
| +12% | +$53.1K | 0.08% | 120 |
|
|
2024
Q1 | $502K | Buy |
8,673
+8
| +0.1% | +$463 | 0.08% | 123 |
|
|
2023
Q4 | $475K | Buy |
8,665
+2
| +0% | +$110 | 0.08% | 125 |
|
|
2023
Q3 | $447K | Buy |
8,663
+7,821
| +929% | +$403K | 0.08% | 117 |
|
|
2023
Q2 | $44.8K | Sell |
842
-7,679
| -90% | -$409K | 0.01% | 202 |
|
|
2023
Q1 | $467K | Sell |
8,521
-2,490
| -23% | -$137K | 0.08% | 119 |
|
|
2022
Q4 | $664K | Buy |
11,011
+112
| +1% | +$6.76K | 0.05% | 218 |
|
|
2022
Q3 | $553K | Buy |
+10,899
| New | +$553K | 0.04% | 232 |
|
|
2022
Q1 | $626K | Buy |
+9,411
| New | +$626K | 0.04% | 224 |
|