WealthTrust Axiom’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 |
-9,229
| Closed | -$244K | – | 272 |
|
|
2025
Q2 | $244K | Sell |
9,229
-1,246
| -12% | -$36.2K | 0.07% | 215 |
|
|
2025
Q1 | $366K | Sell |
10,475
-5
| -0% | -$192 | 0.11% | 166 |
|
|
2024
Q4 | $421K | Buy |
10,480
+390
| +4% | +$18.2K | 0.13% | 151 |
|
|
2024
Q3 | $551K | Sell |
10,090
-95
| -0.9% | -$5.01K | 0.16% | 128 |
|
|
2024
Q2 | $540K | Sell |
10,185
-312
| -3% | -$17.8K | 0.18% | 122 |
|
|
2024
Q1 | $608K | Buy |
10,497
+51
| +0.5% | +$2.82K | 0.2% | 111 |
|
|
2023
Q4 | $573K | Buy |
10,446
+62
| +0.6% | +$3.17K | 0.19% | 112 |
|
|
2023
Q3 | $535K | Sell |
10,384
-85
| -0.8% | -$4.56K | 0.19% | 109 |
|
|
2023
Q2 | $558K | Hold |
10,469
| – | – | 0.19% | 114 |
|
|
2023
Q1 | $574K | Buy |
10,469
+281
| +3% | +$15.8K | 0.2% | 109 |
|
|
2022
Q4 | $513K | Sell |
10,188
-230
| -2% | -$11.2K | 0.18% | 117 |
|
|
2022
Q3 | $457K | Sell |
10,418
-33
| -0.3% | -$1.67K | 0.17% | 116 |
|
|
2022
Q2 | $539K | Sell |
10,451
-259
| -2% | -$16.6K | 0.19% | 108 |
|
|
2022
Q1 | $682K | Hold |
10,710
| – | – | 0.21% | 98 |
|
|
2021
Q4 | $607K | Sell |
10,710
-59
| -0.5% | -$3.36K | 0.19% | 105 |
|
|
2021
Q3 | $619K | Sell |
10,769
-1,178
| -10% | -$72.1K | 0.21% | 101 |
|
|
2021
Q2 | $756K | Buy |
11,947
+427
| +4% | +$28.2K | 0.24% | 91 |
|
|
2021
Q1 | $736K | Sell |
11,520
-187
| -2% | -$11.2K | 0.25% | 89 |
|
|
2020
Q4 | $649K | Buy |
11,707
+1,000
| +9% | +$51.6K | 0.24% | 91 |
|
|
2020
Q3 | $503K | Sell |
10,707
-461
| -4% | -$20.7K | 0.22% | 95 |
|
|
2020
Q2 | $455K | Sell |
11,168
-166
| -1% | -$6.08K | 0.2% | 96 |
|
|
2020
Q1 | $331K | Buy |
11,334
+51
| +0.5% | +$2.17K | 0.16% | 112 |
|
|
2019
Q4 | $617K | Sell |
11,283
-412
| -4% | -$21.3K | 0.21% | 97 |
|
|
2019
Q3 | $557K | Sell |
11,695
-250
| -2% | -$11.7K | 0.2% | 100 |
|
|
2019
Q2 | $589K | Buy |
+11,945
| New | +$631K | 0.2% | 103 |
|
Other funds holding DOW
