Heritage Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45K | Hold |
319
| – | – | ﹤0.01% | 433 |
|
|
2025
Q1 | $11.1K | Sell |
319
-89
| -22% | -$3.11K | ﹤0.01% | 416 |
|
|
2024
Q4 | $16.4K | Sell |
408
-43
| -10% | -$1.73K | ﹤0.01% | 400 |
|
|
2024
Q3 | $24.6K | Sell |
451
-193
| -30% | -$10.5K | ﹤0.01% | 383 |
|
|
2024
Q2 | $34.2K | Sell |
644
-726
| -53% | -$38.5K | ﹤0.01% | 343 |
|
|
2024
Q1 | $79.4K | Hold |
1,370
| – | – | ﹤0.01% | 278 |
|
|
2023
Q4 | $75.1K | Buy |
1,370
+266
| +24% | +$14.6K | ﹤0.01% | 295 |
|
|
2023
Q3 | $56.9K | Hold |
1,104
| – | – | ﹤0.01% | 289 |
|
|
2023
Q2 | $58.8K | Hold |
1,104
| – | – | ﹤0.01% | 299 |
|
|
2023
Q1 | $60.5K | Hold |
1,104
| – | – | ﹤0.01% | 296 |
|
|
2022
Q4 | $55.6K | Hold |
1,104
| – | – | ﹤0.01% | 313 |
|
|
2022
Q3 | $48.5K | Hold |
1,104
| – | – | ﹤0.01% | 301 |
|
|
2022
Q2 | $57K | Hold |
1,104
| – | – | ﹤0.01% | 315 |
|
|
2022
Q1 | $70K | Buy |
1,104
+1
| +0.1% | +$63 | ﹤0.01% | 284 |
|
|
2021
Q4 | $63K | Sell |
1,103
-170
| -13% | -$9.71K | ﹤0.01% | 307 |
|
|
2021
Q3 | $73.3K | Hold |
1,273
| – | – | ﹤0.01% | 286 |
|
|
2021
Q2 | $80.6K | Hold |
1,273
| – | – | 0.01% | 277 |
|
|
2021
Q1 | $81.4K | Buy |
1,273
+153
| +14% | +$9.78K | ﹤0.01% | 281 |
|
|
2020
Q4 | $62K | Sell |
1,120
-36
| -3% | -$1.99K | ﹤0.01% | 303 |
|
|
2020
Q3 | $54.4K | Buy |
1,156
+53
| +5% | +$2.49K | 0.01% | 260 |
|
|
2020
Q2 | $45K | Hold |
1,103
| – | – | 0.01% | 262 |
|
|
2020
Q1 | $32.3K | Sell |
1,103
-2,273
| -67% | -$66.5K | 0.01% | 276 |
|
|
2019
Q4 | $185K | Buy |
3,376
+421
| +14% | +$23K | 0.02% | 175 |
|
|
2019
Q3 | $140K | Sell |
2,955
-342
| -10% | -$16.2K | 0.02% | 187 |
|
|
2019
Q2 | $163K | Buy |
+3,297
| New | +$163K | 0.02% | 158 |
|