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