Dow shares owned by Avitas Wealth Management
Historical chart of Avitas Wealth Management investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dow by Avitas Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |