Dow shares owned by Bellwether Advisors
Historical chart of Bellwether Advisors investment in Dow
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All positions including Dow held by Bellwether Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.5M | 107k | 41.65 |
| 2025-06-30 | $4.3k | 163 | 26.48 |
| 2025-03-31 | $5.7k | 163 | 34.92 |
| 2024-12-31 | $25k | 626 | 40.12 |
| 2023-03-31 | $8.8k | 160 | 54.82 |
| 2022-12-31 | $8.1k | 160 | 50.39 |
| 2022-09-30 | $7.0k | 160 | 43.75 |
| 2022-06-30 | $8.0k | 160 | 50.00 |
| 2022-03-31 | $10k | 160 | 62.50 |
| 2021-12-31 | $9.0k | 160 | 56.25 |
| 2021-09-30 | $9.0k | 160 | 56.25 |
| 2021-06-30 | $10k | 160 | 62.50 |
| 2021-03-31 | $10k | 160 | 62.50 |
| 2020-12-31 | $8.0k | 160 | 50.00 |