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