Heritage Wealth Management (Ohio)’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	$294K	Buy	11,097 +265	+2%	+$7.02K	0.1%	186
2025 Q1	$378K	Buy	10,832 +1,210	+13%	+$42.3K	0.13%	162
2024 Q4	$386K	Hold	9,622	–	–	0.13%	160
2024 Q3	$526K	Hold	9,622	–	–	0.17%	132
2024 Q2	$503K	Buy	+9,622	New	+$503K	0.17%	130