Wealthspire Advisors (New York)’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	$925K	Sell	22,216 -2,172	-9%	-$68.9K	0.01%	418
2025 Q4	$570K	Buy	24,388 +1,505	+7%	+$34.6K	﹤0.01%	567
2025 Q3	$525K	Sell	22,883 -749	-3%	-$18.7K	﹤0.01%	522
2025 Q2	$626K	Buy	23,632 +450	+2%	+$13.1K	﹤0.01%	483
2025 Q1	$810K	Sell	23,182 -23,061	-50%	-$886K	﹤0.01%	430
2024 Q4	$1.86M	Buy	46,243 +2,114	+5%	+$98.6K	0.02%	258
2024 Q3	$2.41M	Buy	44,129 +384	+0.9%	+$20.3K	0.02%	219
2024 Q2	$2.32M	Buy	43,745 +126	+0.3%	+$7.2K	0.03%	187
2024 Q1	$2.53M	Sell	43,619 -852	-2%	-$47.1K	0.03%	169
2023 Q4	$2.44M	Buy	44,471 +19,046	+75%	+$973K	0.03%	168
2023 Q3	$1.31M	Buy	25,425 +944	+4%	+$50.7K	0.02%	234
2023 Q2	$1.3M	Buy	24,481 +164	+0.7%	+$8.72K	0.02%	211
2023 Q1	$1.33M	Sell	24,317 -1,887	-7%	-$106K	0.02%	201
2022 Q4	$1.32M	Buy	26,204 +1,328	+5%	+$64.9K	0.02%	211
2022 Q3	$1.09M	Sell	24,876 -1,337	-5%	-$67.8K	0.02%	215
2022 Q2	$1.35M	Buy	26,213 +22,886	+688%	+$1.47M	0.03%	183
2022 Q1	$212K	Sell	3,327 -2,554	-43%	-$154K	﹤0.01%	410
2021 Q4	$334K	Sell	5,881 -3,876	-40%	-$221K	0.01%	398
2021 Q3	$562K	Buy	+9,757	New	+$597K	0.01%	337
2021 Q2	–	Sell	-15,597	Closed	-$997K	–	455
2021 Q1	$997K	Buy	15,597 +1,239	+9%	+$74.1K	0.02%	267
2020 Q4	$797K	Buy	14,358 +6,445	+81%	+$333K	0.02%	234
2020 Q3	$372K	Buy	7,913 +23	+0.3%	+$1.03K	0.02%	211
2020 Q2	$322K	Sell	7,890 -2,702	-26%	-$98.9K	0.02%	197
2020 Q1	$310K	Buy	+10,592	New	+$450K	0.01%	373