Dumont & Blake Investment Advisors’s Dow Inc DOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,136	Closed	-$206K	–	207
2024 Q4	$206K	Hold	5,136	–	–	0.06%	190
2024 Q3	$281K	Sell	5,136 -5,136	-50%	-$271K	0.07%	173
2024 Q2	$545K	Buy	10,272 +5,136	+100%	+$293K	0.08%	169
2024 Q1	$298K	Sell	5,136 -4	-0.1%	-$221	0.09%	164
2023 Q4	$282K	Sell	5,140 -21	-0.4%	-$1.07K	0.09%	162
2023 Q3	$266K	Buy	5,161 +15	+0.3%	+$805	0.09%	155
2023 Q2	$274K	Sell	5,146 -15	-0.3%	-$797	0.09%	160
2023 Q1	$283K	Hold	5,161	–	–	0.1%	159
2022 Q4	$260K	Hold	5,161	–	–	0.09%	161
2022 Q3	$227K	Sell	5,161 -1,379	-21%	-$69.9K	0.09%	165
2022 Q2	$338K	Buy	+6,540	New	+$419K	0.11%	155