Number of Shares
850,537.00
Current Holdings Value*
$29.70 Mil
% of Portfolio
3.22%
Total Estimate Gain
$-15.88 Mil
% of Total Estimate Gain
-37.87%

CapWealth Advisors, LLC's Dow Inc Holding Summary

As of 2025-03-31, CapWealth Advisors, LLC held 850,537.00 shares of Dow Inc(DOW), totaling $29.70 Mil. This investment constitutes 3.22% of their stock portfolio, and CapWealth Advisors, LLC now holds 0.12% of the outstanding Dow Inc(DOW) stock.

The initial trade took place in 2019Q1. And since then CapWealth Advisors, LLC has made 17 purchases of DOW, at an average price of $47.21, for a total of 888,260.00 shares. In addition, there have been 7 sales at an average price of $51.70 for 37,723.00 shares. Based on historical transaction data and DOW's current price of $28.34, CapWealth Advisors, LLC's estimated gain on his DOW holdings is $-15.88 Mil, reflecting a -37.87% gain to date.

CapWealth Advisors, LLC DOW ($28.34) Holding Chart

CapWealth 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 %

Top Ranked Articles

  • 1