Number of Shares
17,062.00
Current Holdings Value*
$595,840.00
% of Portfolio
0.23%
Total Estimate Gain
$-693,525.76
% of Total Estimate Gain
-25.75%

Bell & Brown Wealth Advisors, LLC's Dow Inc Holding Summary

As of 2025-03-31, Bell & Brown Wealth Advisors, LLC held 17,062.00 shares of Dow Inc(DOW), totaling $595,840.00. This investment constitutes 0.23% of their stock portfolio, and Bell & Brown Wealth Advisors, LLC now holds 0% of the outstanding Dow Inc(DOW) stock.

The initial trade took place in 2019Q1. And since then Bell & Brown Wealth Advisors, LLC has made 16 purchases of DOW, at an average price of $50.74, for a total of 53,089.00 shares. In addition, there have been 3 sales at an average price of $42.10 for 36,027.00 shares. Based on historical transaction data and DOW's current price of $28.34, Bell & Brown Wealth Advisors, LLC's estimated gain on his DOW holdings is $-693,525.76, reflecting a -25.75% gain to date.

Bell & Brown Wealth Advisors, LLC DOW ($28.34) Holding Chart

Bell & Brown Wealth Advisors, LLC DOW ($28.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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