Dow shares owned by Herold Advisors
Historical chart of Herold Advisors investment in Dow
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All positions including Dow held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dow by Herold Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $455k | 7.9k | 57.94 |
2023-12-31 | $460k | 8.4k | 54.85 |
2023-09-30 | $440k | 8.5k | 51.56 |
2023-06-30 | $407k | 7.6k | 53.26 |
2023-03-31 | $442k | 8.1k | 54.82 |
2022-12-31 | $403k | 8.0k | 50.39 |
2022-09-30 | $341k | 7.8k | 43.81 |
2022-06-30 | $404k | 7.8k | 51.60 |
2022-03-31 | $499k | 7.8k | 63.72 |
2021-12-31 | $412k | 7.3k | 56.65 |
2021-09-30 | $421k | 7.3k | 57.47 |