Wealthspire Advisors (New York)’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 | $626K | Buy |
23,632
+450
| +2% | +$11.9K | ﹤0.01% | 483 |
|
|
2025
Q1 | $810K | Sell |
23,182
-23,061
| -50% | -$805K | ﹤0.01% | 430 |
|
|
2024
Q4 | $1.86M | Buy |
46,243
+2,114
| +5% | +$84.8K | 0.02% | 258 |
|
|
2024
Q3 | $2.41M | Buy |
44,129
+384
| +0.9% | +$21K | 0.02% | 219 |
|
|
2024
Q2 | $2.32M | Buy |
43,745
+126
| +0.3% | +$6.68K | 0.03% | 187 |
|
|
2024
Q1 | $2.53M | Sell |
43,619
-852
| -2% | -$49.4K | 0.03% | 169 |
|
|
2023
Q4 | $2.44M | Buy |
44,471
+19,046
| +75% | +$1.04M | 0.03% | 168 |
|
|
2023
Q3 | $1.31M | Buy |
25,425
+944
| +4% | +$48.7K | 0.02% | 234 |
|
|
2023
Q2 | $1.3M | Buy |
24,481
+164
| +0.7% | +$8.74K | 0.02% | 211 |
|
|
2023
Q1 | $1.33M | Sell |
24,317
-1,887
| -7% | -$103K | 0.02% | 201 |
|
|
2022
Q4 | $1.32M | Buy |
26,204
+1,328
| +5% | +$66.9K | 0.02% | 211 |
|
|
2022
Q3 | $1.09M | Sell |
24,876
-1,337
| -5% | -$58.7K | 0.02% | 215 |
|
|
2022
Q2 | $1.35M | Buy |
26,213
+22,886
| +688% | +$1.18M | 0.03% | 183 |
|
|
2022
Q1 | $212K | Sell |
3,327
-2,554
| -43% | -$163K | ﹤0.01% | 410 |
|
|
2021
Q4 | $334K | Sell |
5,881
-3,876
| -40% | -$220K | 0.01% | 398 |
|
|
2021
Q3 | $562K | Buy |
+9,757
| New | +$562K | 0.01% | 337 |
|
|
2021
Q2 | – | Sell |
-15,597
| Closed | -$997K | – | 455 |
|
|
2021
Q1 | $997K | Buy |
15,597
+1,239
| +9% | +$79.2K | 0.02% | 267 |
|
|
2020
Q4 | $797K | Buy |
14,358
+6,445
| +81% | +$358K | 0.02% | 234 |
|
|
2020
Q3 | $372K | Buy |
7,913
+23
| +0.3% | +$1.08K | 0.02% | 210 |
|
|
2020
Q2 | $322K | Sell |
7,890
-2,702
| -26% | -$110K | 0.02% | 196 |
|
|
2020
Q1 | $310K | Buy |
+10,592
| New | +$310K | 0.01% | 372 |
|