Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16M Buy
384,252
+33,676
+10% +$1.07M 0.28% 15
2025
Q4
$8.2M Buy
+350,576
New +$8.06M 0.22% 48
2025
Q1
Sell
-39,640
Closed -$1.59M 2554
2024
Q4
$1.59M Buy
39,640
+4,598
+13% +$215K 0.13% 136
2024
Q3
$1.91M Buy
35,042
+31,148
+800% +$1.64M 0.14% 158
2024
Q2
$207K Sell
3,894
-1,600
-29% -$91.4K 0.02% 1219
2024
Q1
$318K Buy
+5,494
New +$304K 0.04% 802
2023
Q3
Sell
-11,067
Closed -$589K 1662
2023
Q2
$589K Buy
+11,067
New +$588K 0.11% 276
2022
Q3
Sell
-26,699
Closed -$1.38M 1157
2022
Q2
$1.38M Buy
26,699
+20,656
+342% +$1.32M 0.56% 13
2022
Q1
$385K Buy
+6,043
New +$365K 0.17% 200
2021
Q4
Sell
-5,336
Closed -$307K 755
2021
Q3
$307K Buy
+5,336
New +$327K 0.1% 336

Other funds holding DOW