Dow shares owned by Wealthtrust Axiom
Historical chart of Wealthtrust Axiom investment in Dow
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All positions including Dow held by Wealthtrust Axiom consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $573k | 10k | 54.84 |
| 2023-09-30 | $535k | 10k | 51.56 |
| 2023-06-30 | $558k | 11k | 53.26 |
| 2023-03-31 | $574k | 11k | 54.82 |
| 2022-12-31 | $513k | 10k | 50.39 |
| 2022-09-30 | $457k | 10k | 43.87 |
| 2022-06-30 | $539k | 11k | 51.57 |
| 2022-03-31 | $682k | 11k | 63.68 |
| 2021-12-31 | $607k | 11k | 56.68 |
| 2021-09-30 | $619k | 11k | 57.48 |
| 2021-06-30 | $756k | 12k | 63.28 |
| 2021-03-31 | $736k | 12k | 63.89 |
| 2020-12-31 | $649k | 12k | 55.44 |
| 2020-09-30 | $503k | 11k | 46.98 |
| 2020-06-30 | $455k | 11k | 40.74 |
| 2020-03-31 | $331k | 11k | 29.20 |
| 2019-12-31 | $617k | 11k | 54.68 |
| 2019-09-30 | $557k | 12k | 47.63 |
| 2019-06-30 | $589k | 12k | 49.31 |