Zhang Financial’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 |
-7,545
| Closed | -$263K | – | 294 |
|
|
2025
Q1 | $263K | Sell |
7,545
-467
| -6% | -$16.3K | 0.01% | 259 |
|
|
2024
Q4 | $322K | Sell |
8,012
-11,158
| -58% | -$448K | 0.02% | 233 |
|
|
2024
Q3 | $1.05M | Sell |
19,170
-1,133
| -6% | -$61.9K | 0.07% | 142 |
|
|
2024
Q2 | $1.08M | Sell |
20,303
-1,019
| -5% | -$54.1K | 0.08% | 134 |
|
|
2024
Q1 | $1.24M | Sell |
21,322
-15
| -0.1% | -$869 | 0.09% | 126 |
|
|
2023
Q4 | $1.17M | Sell |
21,337
-10,468
| -33% | -$574K | 0.1% | 117 |
|
|
2023
Q3 | $1.64M | Buy |
31,805
+2,126
| +7% | +$110K | 0.17% | 78 |
|
|
2023
Q2 | $1.58M | Buy |
29,679
+2,070
| +7% | +$110K | 0.16% | 75 |
|
|
2023
Q1 | $1.51M | Hold |
27,609
| – | – | 0.17% | 70 |
|
|
2022
Q4 | $1.39M | Buy |
27,609
+538
| +2% | +$27.1K | 0.18% | 73 |
|
|
2022
Q3 | $1.19M | Sell |
27,071
-190
| -0.7% | -$8.35K | 0.18% | 68 |
|
|
2022
Q2 | $1.41M | Buy |
27,261
+3,545
| +15% | +$183K | 0.23% | 57 |
|
|
2022
Q1 | $1.51M | Buy |
23,716
+651
| +3% | +$41.5K | 0.26% | 54 |
|
|
2021
Q4 | $1.31M | Buy |
23,065
+18,621
| +419% | +$1.06M | 0.23% | 56 |
|
|
2021
Q3 | $256K | Sell |
4,444
-92
| -2% | -$5.3K | 0.06% | 139 |
|
|
2021
Q2 | $287K | Hold |
4,536
| – | – | 0.07% | 109 |
|
|
2021
Q1 | $290K | Hold |
4,536
| – | – | 0.08% | 102 |
|
|
2020
Q4 | $252K | Buy |
+4,536
| New | +$252K | 0.08% | 95 |
|