Wilkins Investment Counsel’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 | – | Sell |
-7,088
| Closed | -$248K | – | 124 |
|
|
2025
Q1 | $248K | Sell |
7,088
-233
| -3% | -$8.14K | 0.04% | 116 |
|
|
2024
Q4 | $294K | Hold |
7,321
| – | – | 0.04% | 114 |
|
|
2024
Q3 | $400K | Sell |
7,321
-366
| -5% | -$20K | 0.06% | 107 |
|
|
2024
Q2 | $408K | Sell |
7,687
-1,060
| -12% | -$56.2K | 0.06% | 106 |
|
|
2024
Q1 | $507K | Buy |
8,747
+1,613
| +23% | +$93.4K | 0.07% | 97 |
|
|
2023
Q4 | $391K | Hold |
7,134
| – | – | 0.1% | 69 |
|
|
2023
Q3 | $368K | Hold |
7,134
| – | – | 0.1% | 65 |
|
|
2023
Q2 | $380K | Sell |
7,134
-1,333
| -16% | -$71K | 0.1% | 66 |
|
|
2023
Q1 | $464K | Hold |
8,467
| – | – | 0.12% | 61 |
|
|
2022
Q4 | $427K | Hold |
8,467
| – | – | 0.11% | 63 |
|
|
2022
Q3 | $372K | Sell |
8,467
-267
| -3% | -$11.7K | 0.11% | 66 |
|
|
2022
Q2 | $451K | Hold |
8,734
| – | – | 0.12% | 64 |
|
|
2022
Q1 | $557K | Sell |
8,734
-200
| -2% | -$12.8K | 0.13% | 65 |
|
|
2021
Q4 | $507K | Hold |
8,934
| – | – | 0.11% | 66 |
|
|
2021
Q3 | $514K | Sell |
8,934
-2,074
| -19% | -$119K | 0.13% | 61 |
|
|
2021
Q2 | $697K | Hold |
11,008
| – | – | 0.17% | 58 |
|
|
2021
Q1 | $704K | Sell |
11,008
-1,425
| -11% | -$91.1K | 0.18% | 55 |
|
|
2020
Q4 | $690K | Hold |
12,433
| – | – | 0.19% | 56 |
|
|
2020
Q3 | $585K | Hold |
12,433
| – | – | 0.17% | 58 |
|
|
2020
Q2 | $507K | Sell |
12,433
-681
| -5% | -$27.8K | 0.16% | 57 |
|
|
2020
Q1 | $383K | Sell |
13,114
-10,049
| -43% | -$293K | 0.14% | 61 |
|
|
2019
Q4 | $1.27M | Sell |
23,163
-1,498
| -6% | -$82K | 0.36% | 49 |
|
|
2019
Q3 | $1.18M | Sell |
24,661
-12,902
| -34% | -$615K | 0.35% | 51 |
|
|
2019
Q2 | $1.85M | Buy |
+37,563
| New | +$1.85M | 0.56% | 42 |
|