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Dow shares owned by Ropes Wealth Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Ropes Wealth Advisors from 13F filings

Historical chart of Ropes Wealth Advisors investment in Dow

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All positions including Dow held by Ropes Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Ropes Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $240k 4.7k 51.55
2023-06-30 $460k 8.6k 53.26
2023-03-31 $423k 7.7k 54.82
2022-12-31 $335k 6.7k 50.39
2022-09-30 $279k 6.3k 43.94
2022-06-30 $332k 6.4k 51.67
2022-03-31 $439k 6.9k 63.75
2021-12-31 $396k 7.0k 56.78
2021-09-30 $584k 10k 57.58
2021-06-30 $570k 9.0k 63.31
2021-03-31 $676k 9.9k 68.53
2020-12-31 $508k 9.2k 55.49
2020-09-30 $567k 12k 47.03
2020-06-30 $505k 12k 40.73
2020-03-31 $358k 12k 29.21
2019-12-31 $800k 15k 54.73
2019-09-30 $933k 20k 47.66
2019-06-30 $956k 19k 49.32