Welch & Forbes’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
$339K Sell
12,820
-1,500
-10% -$39.7K ﹤0.01% 310
2025
Q1
$500K Sell
14,320
-1
-0% -$35 0.01% 271
2024
Q4
$575K Sell
14,321
-788
-5% -$31.6K 0.01% 265
2024
Q3
$825K Sell
15,109
-106
-0.7% -$5.79K 0.01% 243
2024
Q2
$785K Hold
15,215
0.01% 243
2024
Q1
$881K Buy
15,215
+999
+7% +$57.9K 0.01% 236
2023
Q4
$780K Sell
14,216
-8,133
-36% -$446K 0.01% 244
2023
Q3
$1.15M Sell
22,349
-422
-2% -$21.8K 0.02% 214
2023
Q2
$1.21M Sell
22,771
-172
-0.7% -$9.16K 0.02% 212
2023
Q1
$1.26M Sell
22,943
-538
-2% -$29.5K 0.02% 205
2022
Q4
$1.18M Buy
23,481
+821
+4% +$41.4K 0.02% 210
2022
Q3
$996K Buy
22,660
+2,337
+11% +$103K 0.02% 223
2022
Q2
$1.05M Sell
20,323
-38
-0.2% -$1.96K 0.02% 221
2022
Q1
$1.3M Sell
20,361
-1,766
-8% -$113K 0.02% 208
2021
Q4
$1.26M Buy
22,127
+6,333
+40% +$359K 0.02% 216
2021
Q3
$909K Sell
15,794
-108
-0.7% -$6.22K 0.02% 231
2021
Q2
$1.01M Buy
15,902
+2,266
+17% +$143K 0.02% 228
2021
Q1
$872K Sell
13,636
-7,627
-36% -$488K 0.02% 227
2020
Q4
$1.18M Sell
21,263
-1,345
-6% -$74.6K 0.02% 203
2020
Q3
$1.06M Hold
22,608
0.02% 196
2020
Q2
$921K Sell
22,608
-346
-2% -$14.1K 0.02% 197
2020
Q1
$671K Sell
22,954
-1,555
-6% -$45.5K 0.02% 212
2019
Q4
$1.34M Sell
24,509
-1,303
-5% -$71.3K 0.03% 191
2019
Q3
$1.23M Sell
25,812
-849
-3% -$40.5K 0.03% 193
2019
Q2
$1.32M Buy
+26,661
New +$1.32M 0.03% 190