Dow shares owned by Bell & Brown Wealth Advisors
Quarter-by-quarter ownership of Dow (DOW) shares owned by Bell & Brown Wealth Advisors
from 13F filings
Historical chart of Bell & Brown Wealth Advisors investment in Dow
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All positions including Dow held by Bell & Brown Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dow by Bell & Brown Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $330k | 14k | 22.93 |
| 2025-06-30 | $446k | 17k | 26.48 |
| 2025-03-31 | $596k | 17k | 34.92 |
| 2024-12-31 | $1.1M | 28k | 40.13 |
| 2024-09-30 | $2.4M | 44k | 54.63 |
| 2024-06-30 | $2.3M | 43k | 53.05 |
| 2024-03-31 | $2.4M | 41k | 57.93 |
| 2023-12-31 | $2.2M | 40k | 54.84 |
| 2023-06-30 | $2.3M | 43k | 53.26 |
| 2023-03-31 | $2.3M | 42k | 54.82 |
| 2022-12-31 | $2.1M | 42k | 50.39 |
| 2022-09-30 | $1.8M | 40k | 43.93 |
| 2022-06-30 | $2.0M | 40k | 51.60 |
| 2022-03-31 | $2.5M | 39k | 63.73 |
| 2021-12-31 | $2.4M | 39k | 61.82 |
| 2021-09-30 | $2.0M | 34k | 57.57 |
| 2020-09-30 | $1.3M | 27k | 49.16 |
| 2020-06-30 | $938k | 22k | 42.29 |
| 2020-03-31 | $584k | 18k | 33.41 |
| 2019-12-31 | $839k | 16k | 52.26 |
| 2019-09-30 | $284k | 6.1k | 46.26 |
More positions owned by Bell & Brown Wealth Advisors
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