Dow shares owned by JGP Wealth Management
Historical chart of JGP Wealth Management investment in Dow
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All positions including Dow held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $708k | 12k | 57.93 |
| 2022-12-31 | $520k | 10k | 50.39 |
| 2022-09-30 | $458k | 10k | 44.37 |
| 2022-06-30 | $691k | 14k | 51.19 |
| 2022-03-31 | $833k | 14k | 61.71 |
| 2021-12-31 | $753k | 13k | 58.35 |
| 2021-09-30 | $743k | 13k | 57.60 |
| 2021-06-30 | $818k | 13k | 63.26 |
| 2021-03-31 | $827k | 13k | 63.96 |
| 2020-12-31 | $1.0M | 18k | 56.36 |
| 2020-09-30 | $878k | 18k | 48.32 |
| 2020-06-30 | $757k | 19k | 40.35 |
| 2020-03-31 | $653k | 19k | 34.76 |
| 2019-12-31 | $803k | 15k | 52.18 |
| 2019-09-30 | $688k | 15k | 44.92 |
| 2019-06-30 | $536k | 11k | 49.27 |