Ferguson Wellman Capital Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Hold |
1,168
| – | – | 0.01% | 238 |
|
|
2025
Q1 | $490K | Sell |
1,168
-333
| -22% | -$140K | 0.01% | 246 |
|
|
2024
Q4 | $639K | Buy |
1,501
+827
| +123% | +$352K | 0.01% | 217 |
|
|
2024
Q3 | $285K | Hold |
674
| – | – | 0.01% | 315 |
|
|
2024
Q2 | $264K | Hold |
674
| – | – | 0.01% | 321 |
|
|
2024
Q1 | $268K | Hold |
674
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $254K | Hold |
674
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $226K | Hold |
674
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $232K | Hold |
674
| – | – | 0.01% | 333 |
|
|
2023
Q1 | $224K | Hold |
674
| – | – | 0.01% | 332 |
|
|
2022
Q4 | $223K | Buy |
+674
| New | +$223K | 0.01% | 325 |
|
|
2022
Q3 | – | Sell |
-674
| Closed | -$207K | – | 297 |
|
|
2022
Q2 | $207K | Buy |
+674
| New | +$207K | 0.01% | 297 |
|