Dow shares owned by Charter Trust
Historical chart of Charter Trust investment in Dow
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All positions including Dow held by Charter Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 19k | 57.93 |
| 2023-12-31 | $1.0M | 19k | 54.84 |
| 2023-09-30 | $956k | 19k | 51.56 |
| 2023-06-30 | $1.0M | 19k | 53.26 |
| 2023-03-31 | $1.1M | 19k | 54.82 |
| 2022-12-31 | $970k | 19k | 50.38 |
| 2022-09-30 | $846k | 19k | 43.94 |
| 2022-06-30 | $1.0M | 19k | 51.61 |
| 2022-03-31 | $622k | 9.8k | 63.78 |
| 2021-12-31 | $616k | 11k | 56.71 |
| 2021-09-30 | $631k | 11k | 57.59 |
| 2021-06-30 | $701k | 11k | 63.24 |
| 2021-03-31 | $719k | 11k | 63.98 |
| 2020-12-31 | $619k | 11k | 55.54 |
| 2020-09-30 | $534k | 11k | 47.09 |
| 2020-06-30 | $3.2M | 78k | 40.76 |
| 2020-03-31 | $2.3M | 79k | 29.25 |
| 2019-12-31 | $5.0M | 91k | 54.73 |
| 2019-09-30 | $4.5M | 94k | 47.65 |
| 2019-06-30 | $5.2M | 105k | 49.31 |