A detailed history of Heartwood Wealth Advisors LLC transactions in Dow Inc. stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 16,475 shares of DOW stock, worth $658,011. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,475
Previous 15,911 3.54%
Holding current value
$658,011
Previous $844,000 6.64%
% of portfolio
0.1%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$50.15 - $55.41 $28,284 - $31,251
564 Added 3.54%
16,475 $900,000
Q2 2024

Jul 09, 2024

BUY
$52.96 - $59.99 $18,377 - $20,816
347 Added 2.23%
15,911 $844,000
Q1 2024

Apr 02, 2024

BUY
$52.47 - $58.17 $34,997 - $38,799
667 Added 4.48%
15,564 $901,000
Q4 2023

Jan 17, 2024

SELL
$47.54 - $55.71 $380 - $445
-8 Reduced 0.05%
14,897 $816,000
Q3 2023

Oct 17, 2023

SELL
$50.25 - $56.47 $93,816 - $105,429
-1,867 Reduced 11.13%
14,905 $768,000
Q2 2023

Jul 19, 2023

BUY
$48.78 - $56.92 $57,511 - $67,108
1,179 Added 7.56%
16,772 $893,000
Q1 2023

Apr 14, 2023

BUY
$50.02 - $60.51 $117,797 - $142,501
2,355 Added 17.79%
15,593 $854,000
Q4 2022

Jan 12, 2023

BUY
$43.85 - $53.14 $79,193 - $95,970
1,806 Added 15.8%
13,238 $0
Q3 2022

Oct 25, 2022

BUY
$43.39 - $56.11 $83,569 - $108,067
1,926 Added 20.26%
11,432 $502,000
Q2 2022

Jul 25, 2022

BUY
$51.06 - $70.61 $74,547 - $103,090
1,460 Added 18.15%
9,506 $491,000
Q1 2022

Apr 26, 2022

BUY
$56.62 - $64.7 $110,635 - $126,423
1,954 Added 32.07%
8,046 $513,000
Q4 2021

Jan 12, 2022

BUY
$52.76 - $60.06 $30,811 - $35,075
584 Added 10.6%
6,092 $346,000
Q3 2021

Oct 12, 2021

BUY
$55.53 - $65.38 $13,382 - $15,756
241 Added 4.58%
5,508 $317,000
Q2 2021

Jul 21, 2021

BUY
$60.93 - $70.91 $320,918 - $373,482
5,267 New
5,267 $333,000

Others Institutions Holding DOW

About DOW INC.


  • Ticker DOW
  • Exchange NYSE
  • Sector Basic Materials
  • Industry Chemicals
  • Shares Outstandng 703,758,976
  • Market Cap $28.1B
  • Description
  • Dow Inc. provides various materials science solutions for packaging, infrastructure, mobility, and consumer applications in the United States, Canada, Europe, the Middle East, Africa, India, the Asia Pacific, and Latin America. It operates through Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure, and Performance ...
More about DOW
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.