Heritage Wealth 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
Q3 | $7.32K | Hold |
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|
2025
Q2 | $8.45K | Hold |
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|
2025
Q1 | $11.1K | Sell |
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|
2024
Q4 | $16.4K | Sell |
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|
2024
Q3 | $24.6K | Sell |
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|
2024
Q2 | $34.2K | Sell |
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|
2024
Q1 | $79.4K | Hold |
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|
2023
Q4 | $75.1K | Buy |
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|
2023
Q3 | $56.9K | Hold |
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|
2023
Q2 | $58.8K | Hold |
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|
2023
Q1 | $60.5K | Hold |
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|
2022
Q4 | $55.6K | Hold |
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|
2022
Q3 | $48.5K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $70K | Buy |
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|
2021
Q4 | $63K | Sell |
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|
2021
Q3 | $73.3K | Hold |
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|
2021
Q2 | $80.6K | Hold |
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|
2021
Q1 | $81.4K | Buy |
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|
2020
Q4 | $62K | Sell |
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|
2020
Q3 | $54.4K | Buy |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $32.3K | Sell |
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|
2019
Q4 | $185K | Buy |
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|
2019
Q3 | $140K | Sell |
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|
2019
Q2 | $163K | Buy |
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