Philip James Wealth Mangement’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	–	Sell	-9,733	Closed	-$340K	–	171
2025 Q1	$340K	Sell	9,733 -6,071	-38%	-$212K	0.04%	128
2024 Q4	$634K	Sell	15,804 -17,683	-53%	-$710K	0.08%	96
2024 Q3	$1.83M	Buy	+33,487	New	+$1.83M	0.22%	58