Dow shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Dow (DOW) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Dow
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Quarterly reported holdings in Dow by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $693k | 17k | 40.13 |
| 2024-09-30 | $894k | 16k | 54.63 |
| 2024-06-30 | $880k | 17k | 53.05 |
| 2024-03-31 | $840k | 15k | 57.93 |
| 2023-12-31 | $729k | 13k | 54.84 |
| 2023-09-30 | $760k | 15k | 51.56 |
| 2023-06-30 | $754k | 14k | 53.26 |
| 2023-03-31 | $742k | 14k | 54.82 |
| 2022-12-31 | $651k | 13k | 50.39 |
| 2022-09-30 | $553k | 13k | 43.92 |
| 2022-06-30 | $670k | 13k | 51.60 |
| 2022-03-31 | $769k | 12k | 63.71 |
| 2021-12-31 | $545k | 9.6k | 56.75 |
| 2021-09-30 | $607k | 11k | 57.60 |