Dow shares owned by BigSur Wealth Management
Historical chart of BigSur Wealth Management investment in Dow
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Quarterly reported holdings in Dow by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $286k | 7.1k | 40.13 |
| 2024-09-30 | $389k | 7.1k | 54.63 |
| 2024-06-30 | $378k | 7.1k | 53.05 |
| 2024-03-31 | $412k | 7.1k | 57.93 |
| 2023-09-30 | $211k | 4.1k | 51.56 |
| 2023-06-30 | $218k | 4.1k | 53.26 |
| 2023-03-31 | $226k | 4.1k | 54.82 |
| 2022-12-31 | $212k | 4.2k | 50.39 |
| 2022-06-30 | $217k | 4.2k | 51.62 |
| 2022-03-31 | $268k | 4.2k | 63.75 |
| 2021-12-31 | $238k | 4.2k | 56.61 |
| 2021-09-30 | $242k | 4.2k | 57.56 |
| 2021-06-30 | $266k | 4.2k | 63.27 |
| 2021-03-31 | $205k | 3.2k | 63.98 |