Wolff Financial 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 | – | Sell |
-8,270
| Closed | -$289K | – | 99 |
|
|
2025
Q1 | $289K | Hold |
8,270
| – | – | 0.08% | 80 |
|
|
2024
Q4 | $332K | Hold |
8,270
| – | – | 0.09% | 76 |
|
|
2024
Q3 | $452K | Buy |
+8,270
| New | +$452K | 0.12% | 72 |
|
|
2024
Q2 | – | Sell |
-8,270
| Closed | -$479K | – | 48 |
|
|
2024
Q1 | $479K | Hold |
8,270
| – | – | 0.14% | 68 |
|
|
2023
Q4 | $454K | Hold |
8,270
| – | – | 0.14% | 71 |
|
|
2023
Q3 | $426K | Buy |
+8,270
| New | +$426K | 0.15% | 69 |
|
|
2023
Q2 | – | Sell |
-8,270
| Closed | -$453K | – | 48 |
|
|
2023
Q1 | $453K | Hold |
8,270
| – | – | 0.16% | 71 |
|
|
2022
Q4 | $417K | Hold |
8,270
| – | – | 0.15% | 74 |
|
|
2022
Q3 | $363K | Hold |
8,270
| – | – | 0.17% | 77 |
|
|
2022
Q2 | $427K | Hold |
8,270
| – | – | 0.19% | 74 |
|
|
2022
Q1 | $527K | Hold |
8,270
| – | – | 0.21% | 71 |
|
|
2021
Q4 | $469K | Buy |
+8,270
| New | +$469K | 0.18% | 75 |
|
|
2021
Q1 | $529K | Buy |
8,270
+2,541
| +44% | +$163K | 0.24% | 65 |
|
|
2020
Q4 | $318K | Hold |
5,729
| – | – | 0.17% | 76 |
|
|
2020
Q3 | $270K | Hold |
5,729
| – | – | 0.16% | 76 |
|
|
2020
Q2 | $234K | Buy |
+5,729
| New | +$234K | 0.15% | 78 |
|