WealthPlan Investment Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $318K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $529K | Buy |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $502K | Buy |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $44.8K | Sell |
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|
2023
Q1 | $467K | Sell |
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|
2022
Q4 | $664K | Buy |
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|
2022
Q3 | $553K | Buy |
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|
2022
Q1 | $626K | Buy |
|