Dow shares owned by Amplius Wealth Advisors
Historical chart of Amplius Wealth Advisors investment in Dow
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All positions including Dow held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $581k | 10k | 57.93 |
| 2023-12-31 | $532k | 9.7k | 54.84 |
| 2023-09-30 | $483k | 9.4k | 51.56 |
| 2023-06-30 | $489k | 9.2k | 53.26 |
| 2023-03-31 | $505k | 9.2k | 54.82 |
| 2022-12-31 | $442k | 8.8k | 50.39 |
| 2022-09-30 | $382k | 8.7k | 43.95 |
| 2022-06-30 | $447k | 8.7k | 51.58 |
| 2021-12-31 | $36k | 644 | 55.90 |