Heritage Trust’s Dow Inc DOW Stock Holding History

Heritage Trust’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$237K	Sell
2024 Q4	$274K	Buy
2024 Q2	–	Sell
2024 Q1	$208K	Buy
2020 Q1	–	Sell
2019 Q4	$252K	Buy
2019 Q3	$213K	Sell
2019 Q2	$223K	Buy