Dow shares owned by Asset Planning
Historical chart of Asset Planning investment in Dow
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All positions including Dow held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5k | 64 | 22.94 |
| 2025-06-30 | $1.7k | 64 | 26.48 |
| 2025-03-31 | $22k | 630 | 34.92 |
| 2024-12-31 | $97k | 2.4k | 40.14 |