Wellington Shields & Co’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 | $337K | Buy |
12,741
+1,968
| +18% | +$52.1K | 0.1% | 164 |
|
|
2025
Q1 | $376K | Sell |
10,773
-33
| -0.3% | -$1.15K | 0.12% | 151 |
|
|
2024
Q4 | $434K | Sell |
10,806
-2,300
| -18% | -$92.3K | 0.13% | 136 |
|
|
2024
Q3 | $716K | Buy |
13,106
+275
| +2% | +$15K | 0.22% | 103 |
|
|
2024
Q2 | $681K | Sell |
12,831
-63
| -0.5% | -$3.34K | 0.22% | 100 |
|
|
2024
Q1 | $747K | Sell |
12,894
-1,175
| -8% | -$68.1K | 0.25% | 99 |
|
|
2023
Q4 | $772K | Sell |
14,069
-352
| -2% | -$19.3K | 0.28% | 86 |
|
|
2023
Q3 | $744K | Sell |
14,421
-137
| -0.9% | -$7.06K | 0.19% | 79 |
|
|
2023
Q2 | $775K | Buy |
14,558
+1,280
| +10% | +$68.2K | 0.18% | 82 |
|
|
2023
Q1 | $728K | Buy |
13,278
+75
| +0.6% | +$4.11K | 0.16% | 82 |
|
|
2022
Q4 | $665K | Sell |
13,203
-100
| -0.8% | -$5.04K | 0.15% | 90 |
|
|
2022
Q3 | $584K | Sell |
13,303
-133
| -1% | -$5.84K | 0.25% | 92 |
|
|
2022
Q2 | $693K | Sell |
13,436
-5,805
| -30% | -$299K | 0.17% | 86 |
|
|
2022
Q1 | $1.23M | Hold |
19,241
| – | – | 0.4% | 62 |
|
|
2021
Q4 | $1.09M | Buy |
19,241
+1,127
| +6% | +$63.9K | 0.22% | 69 |
|
|
2021
Q3 | $1.04M | Hold |
18,114
| – | – | 0.36% | 66 |
|
|
2021
Q2 | $1.15M | Sell |
18,114
-900
| -5% | -$56.9K | 0.38% | 62 |
|
|
2021
Q1 | $1.22M | Sell |
19,014
-2,600
| -12% | -$166K | 0.44% | 60 |
|
|
2020
Q4 | $1.2M | Sell |
21,614
-1,085
| -5% | -$60.2K | 0.43% | 57 |
|
|
2020
Q3 | $1.07M | Buy |
22,699
+1,767
| +8% | +$83.1K | 0.45% | 55 |
|
|
2020
Q2 | $853K | Sell |
20,932
-2,047
| -9% | -$83.4K | 0.37% | 69 |
|
|
2020
Q1 | $672K | Buy |
22,979
+43
| +0.2% | +$1.26K | 0.37% | 71 |
|
|
2019
Q4 | $1.26M | Buy |
+22,936
| New | +$1.26M | 0.56% | 49 |
|
|
2019
Q3 | – | Sell |
-20,025
| Closed | -$987K | – | 124 |
|
|
2019
Q2 | $987K | Buy |
+20,025
| New | +$987K | 0.47% | 62 |
|