Widmann Financial Services’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 | $345K | Sell |
13,019
-910
| -7% | -$24.1K | 0.24% | 78 |
|
2025
Q1 | $486K | Sell |
13,929
-803
| -5% | -$28K | 0.38% | 63 |
|
2024
Q4 | $591K | Buy |
14,732
+500
| +4% | +$20.1K | 0.46% | 52 |
|
2024
Q3 | $778K | Sell |
14,232
-350
| -2% | -$19.1K | 0.59% | 49 |
|
2024
Q2 | $774K | Sell |
14,582
-85
| -0.6% | -$4.51K | 0.63% | 47 |
|
2024
Q1 | $850K | Sell |
14,667
-310
| -2% | -$18K | 0.71% | 47 |
|
2023
Q4 | $821K | Sell |
14,977
-195
| -1% | -$10.7K | 0.74% | 45 |
|
2023
Q3 | $782K | Buy |
15,172
+230
| +2% | +$11.9K | 0.78% | 45 |
|
2023
Q2 | $796K | Sell |
14,942
-140
| -0.9% | -$7.46K | 0.76% | 42 |
|
2023
Q1 | $827K | Buy |
15,082
+125
| +0.8% | +$6.85K | 0.83% | 42 |
|
2022
Q4 | $754K | Buy |
14,957
+1,223
| +9% | +$61.6K | 0.79% | 46 |
|
2022
Q3 | $603K | Buy |
13,734
+472
| +4% | +$20.7K | 0.67% | 51 |
|
2022
Q2 | $684K | Buy |
13,262
+710
| +6% | +$36.6K | 0.71% | 48 |
|
2022
Q1 | $799K | Buy |
12,552
+1,220
| +11% | +$77.7K | 0.71% | 46 |
|
2021
Q4 | $642K | Buy |
+11,332
| New | +$642K | 0.53% | 49 |
|