Dow shares owned by Avitas Wealth Management
Historical chart of Avitas Wealth Management investment in Dow
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Quarterly reported holdings in Dow by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2M | 55k | 40.13 |
| 2024-09-30 | $2.1M | 38k | 54.63 |
| 2024-06-30 | $2.0M | 37k | 53.05 |
| 2024-03-31 | $2.1M | 37k | 57.93 |
| 2023-12-31 | $2.0M | 37k | 54.84 |
| 2023-09-30 | $1.8M | 36k | 51.56 |
| 2023-06-30 | $1.9M | 36k | 53.26 |
| 2023-03-31 | $2.0M | 36k | 54.82 |
| 2022-12-31 | $1.8M | 36k | 50.39 |
| 2022-09-30 | $1.6M | 36k | 43.93 |
| 2022-06-30 | $1.9M | 36k | 51.61 |
| 2022-03-31 | $2.3M | 36k | 63.72 |
| 2021-12-31 | $3.3M | 58k | 56.72 |
| 2021-09-30 | $3.3M | 57k | 57.55 |
| 2021-06-30 | $2.5M | 40k | 63.29 |
| 2021-03-31 | $2.5M | 39k | 63.94 |
| 2020-12-31 | $2.1M | 38k | 55.50 |
| 2020-09-30 | $1.8M | 38k | 47.06 |
| 2020-06-30 | $1.5M | 38k | 40.75 |