Western Wealth Management’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 | $461K | Buy |
17,413
+3,154
| +22% | +$83.5K | 0.03% | 427 |
|
|
2025
Q1 | $498K | Buy |
14,259
+3,094
| +28% | +$108K | 0.03% | 391 |
|
|
2024
Q4 | $448K | Buy |
11,165
+339
| +3% | +$13.6K | 0.03% | 407 |
|
|
2024
Q3 | $591K | Buy |
10,826
+3,568
| +49% | +$195K | 0.03% | 418 |
|
|
2024
Q2 | $385K | Sell |
7,258
-451
| -6% | -$23.9K | 0.03% | 428 |
|
|
2024
Q1 | $447K | Sell |
7,709
-166
| -2% | -$9.62K | 0.03% | 392 |
|
|
2023
Q4 | $432K | Sell |
7,875
-615
| -7% | -$33.7K | 0.03% | 452 |
|
|
2023
Q3 | $438K | Buy |
8,490
+2,010
| +31% | +$104K | 0.04% | 418 |
|
|
2023
Q2 | $345K | Buy |
6,480
+346
| +6% | +$18.4K | 0.03% | 471 |
|
|
2023
Q1 | $336K | Buy |
+6,134
| New | +$336K | 0.03% | 470 |
|
|
2022
Q4 | – | Sell |
-7,241
| Closed | -$318K | – | 645 |
|
|
2022
Q3 | $318K | Sell |
7,241
-98
| -1% | -$4.3K | 0.02% | 616 |
|
|
2022
Q2 | $378K | Sell |
7,339
-522
| -7% | -$26.9K | 0.02% | 543 |
|
|
2022
Q1 | $500K | Buy |
7,861
+3,696
| +89% | +$235K | 0.02% | 529 |
|
|
2021
Q4 | $236K | Buy |
+4,165
| New | +$236K | 0.02% | 538 |
|
|
2021
Q2 | $566K | Buy |
8,970
+1,968
| +28% | +$124K | 0.06% | 332 |
|
|
2021
Q1 | $448K | Buy |
7,002
+2,763
| +65% | +$177K | 0.06% | 305 |
|
|
2020
Q4 | $235K | Buy |
+4,239
| New | +$235K | 0.03% | 409 |
|
|
2020
Q2 | – | Sell |
-27,059
| Closed | -$789K | – | 421 |
|
|
2020
Q1 | $789K | Buy |
27,059
+20,913
| +340% | +$610K | 0.18% | 128 |
|
|
2019
Q4 | $336K | Buy |
6,146
+12
| +0.2% | +$656 | 0.05% | 289 |
|
|
2019
Q3 | $290K | Buy |
6,134
+588
| +11% | +$27.8K | 0.06% | 295 |
|
|
2019
Q2 | $272K | Buy |
+5,546
| New | +$272K | 0.04% | 321 |
|