Dow shares owned by Acorn Wealth Advisors
Historical chart of Acorn Wealth Advisors investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Acorn Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dow by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $353k | 6.5k | 54.63 |
| 2024-06-30 | $344k | 6.5k | 53.05 |
| 2024-03-31 | $378k | 6.5k | 57.93 |
| 2023-12-31 | $353k | 6.4k | 54.84 |
| 2023-09-30 | $351k | 6.8k | 51.56 |
| 2023-06-30 | $364k | 6.8k | 53.26 |
| 2023-03-31 | $330k | 6.0k | 54.82 |
| 2022-12-31 | $317k | 6.3k | 50.37 |
| 2022-09-30 | $273k | 6.2k | 44.00 |
| 2022-06-30 | $349k | 6.8k | 51.63 |
| 2022-03-31 | $370k | 5.8k | 63.76 |
| 2021-12-31 | $320k | 5.6k | 56.67 |
| 2021-09-30 | $312k | 5.4k | 57.51 |
| 2021-06-30 | $320k | 5.1k | 63.28 |
| 2021-03-31 | $285k | 4.5k | 63.87 |