Heritage Wealth Management (Ohio)’s Dow Inc DOW Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio DOW Stock Details DOW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$206K	Sell
2025 Q2	$294K	Buy
2025 Q1	$378K	Buy
2024 Q4	$386K	Hold
2024 Q3	$526K	Hold
2024 Q2	$503K	Buy