Venturi Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,736
| Closed | -$69.7K | – | 899 |
|
2024
Q4 | $69.7K | Buy |
1,736
+1,106
| +176% | +$44.4K | ﹤0.01% | 914 |
|
2024
Q3 | $34.4K | Sell |
630
-91
| -13% | -$4.97K | ﹤0.01% | 866 |
|
2024
Q2 | $38.3K | Hold |
721
| – | – | ﹤0.01% | 746 |
|
2024
Q1 | $41.8K | Buy |
721
+8
| +1% | +$463 | ﹤0.01% | 540 |
|
2023
Q4 | $39.1K | Buy |
713
+81
| +13% | +$4.44K | ﹤0.01% | 533 |
|
2023
Q3 | $32.6K | Buy |
632
+50
| +9% | +$2.58K | ﹤0.01% | 529 |
|
2023
Q2 | $31K | Buy |
582
+19
| +3% | +$1.01K | ﹤0.01% | 484 |
|
2023
Q1 | $30.9K | Buy |
+563
| New | +$30.9K | ﹤0.01% | 532 |
|