Dow shares owned by 9258 Wealth Management
Historical chart of 9258 Wealth Management investment in Dow
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Quarterly reported holdings in Dow by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $252k | 4.6k | 54.63 |
| 2024-06-30 | $277k | 5.2k | 53.05 |
| 2024-03-31 | $302k | 5.2k | 57.92 |
| 2023-12-31 | $287k | 5.2k | 54.84 |
| 2023-09-30 | $275k | 5.3k | 51.56 |
| 2023-06-30 | $282k | 5.3k | 53.26 |
| 2023-03-31 | $300k | 5.5k | 54.82 |
| 2022-12-31 | $267k | 5.3k | 50.39 |
| 2022-09-30 | $233k | 5.3k | 43.95 |
| 2022-06-30 | $275k | 5.3k | 51.61 |
| 2022-03-31 | $328k | 5.2k | 63.68 |
| 2021-12-31 | $307k | 5.4k | 56.76 |
| 2021-09-30 | $303k | 5.3k | 57.50 |
| 2021-06-30 | $301k | 4.8k | 63.20 |
| 2021-03-31 | $313k | 4.9k | 63.88 |
| 2020-12-31 | $200k | 3.6k | 55.48 |