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Whipplewood Advisors’s Dow Inc DOW Stock Holding History

Whipplewood Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.2K Sell
83
-516
-86% -$13.7K ﹤0.01% 861
2025
Q1 		$2.9K Buy
599
+435
+265% +$2.11K ﹤0.01% 812
2024
Q4 		$6.58K Buy
+164
New +$6.58K ﹤0.01% 636