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Blake Schutter Theil Wealth Advisors’s Dow Inc DOW Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,533
Closed -$403K – 104
2025
Q1 		$403K Buy
11,533
+13
+0.1% +$454 0.46% 72
2024
Q4 		$462K Buy
11,520
+1,130
+11% +$45.3K 0.49% 57
2024
Q3 		$568K Buy
+10,390
New +$568K 0.41% 68