WAS
Winch Advisory Services’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
4,266
+93
| +2% | +$2.46K | 0.03% | 117 |
|
|
2025
Q1 | $146K | Buy |
4,173
+359
| +9% | +$12.5K | 0.04% | 102 |
|
|
2024
Q4 | $153K | Sell |
3,814
-58
| -1% | -$2.33K | 0.04% | 99 |
|
|
2024
Q3 | $212K | Buy |
3,872
+177
| +5% | +$9.67K | 0.06% | 85 |
|
|
2024
Q2 | $196K | Buy |
3,695
+716
| +24% | +$38K | 0.06% | 86 |
|
|
2024
Q1 | $173K | Buy |
2,979
+308
| +12% | +$17.8K | 0.05% | 88 |
|
|
2023
Q4 | $147K | Buy |
2,671
+633
| +31% | +$34.7K | 0.05% | 91 |
|
|
2023
Q3 | $105K | Buy |
2,038
+23
| +1% | +$1.19K | 0.04% | 99 |
|
|
2023
Q2 | $107K | Buy |
2,015
+24
| +1% | +$1.27K | 0.04% | 98 |
|
|
2023
Q1 | $109K | Buy |
1,991
+35
| +2% | +$1.92K | 0.04% | 98 |
|
|
2022
Q4 | $99K | Buy |
1,956
+446
| +30% | +$22.6K | 0.04% | 99 |
|
|
2022
Q3 | $66K | Buy |
1,510
+100
| +7% | +$4.37K | 0.03% | 102 |
|
|
2022
Q2 | $73K | Sell |
1,410
-596
| -30% | -$30.9K | 0.03% | 102 |
|
|
2022
Q1 | $128K | Buy |
2,006
+10
| +0.5% | +$638 | 0.04% | 86 |
|
|
2021
Q4 | $113K | Buy |
1,996
+11
| +0.6% | +$623 | 0.04% | 91 |
|
|
2021
Q3 | $114K | Buy |
1,985
+298
| +18% | +$17.1K | 0.04% | 86 |
|
|
2021
Q2 | $107K | Buy |
1,687
+6
| +0.4% | +$381 | 0.04% | 84 |
|
|
2021
Q1 | $107K | Buy |
1,681
+6
| +0.4% | +$382 | 0.04% | 78 |
|
|
2020
Q4 | $93K | Buy |
1,675
+149
| +10% | +$8.27K | 0.04% | 77 |
|
|
2020
Q3 | $72K | Buy |
1,526
+6
| +0.4% | +$283 | 0.03% | 78 |
|
|
2020
Q2 | $62K | Buy |
1,520
+7
| +0.5% | +$286 | 0.03% | 85 |
|
|
2020
Q1 | $44K | Buy |
1,513
+223
| +17% | +$6.49K | 0.02% | 91 |
|
|
2019
Q4 | $71K | Buy |
1,290
+1,213
| +1,575% | +$66.8K | 0.03% | 94 |
|
|
2019
Q3 | $4K | Sell |
77
-1,858
| -96% | -$96.5K | ﹤0.01% | 251 |
|
|
2019
Q2 | $95K | Buy |
+1,935
| New | +$95K | 0.05% | 80 |
|