Dow shares owned by Bogart Wealth
Historical chart of Bogart Wealth investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dow by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56k | 2.5k | 22.93 |
| 2025-06-30 | $139k | 5.2k | 26.48 |
| 2025-03-31 | $10M | 299k | 34.92 |
| 2024-12-31 | $94k | 2.4k | 40.13 |
| 2024-09-30 | $87k | 1.6k | 54.63 |
| 2024-06-30 | $77k | 1.5k | 53.05 |
| 2024-03-31 | $17k | 300 | 57.93 |
| 2023-12-31 | $21k | 388 | 54.84 |
| 2023-09-30 | $20k | 388 | 51.56 |
| 2023-06-30 | $22k | 411 | 53.26 |
| 2023-03-31 | $26k | 476 | 54.82 |
| 2022-12-31 | $24k | 477 | 50.35 |
| 2022-09-30 | $8.0k | 177 | 45.20 |
| 2022-06-30 | $15k | 283 | 53.00 |
| 2022-03-31 | $11k | 176 | 62.50 |
| 2021-12-31 | $10k | 176 | 56.82 |
| 2021-09-30 | $11k | 187 | 58.82 |
| 2021-06-30 | $15k | 236 | 63.56 |
| 2021-03-31 | $11k | 176 | 62.50 |
| 2020-12-31 | $9.0k | 176 | 51.14 |
| 2020-09-30 | $8.0k | 176 | 45.45 |
| 2020-06-30 | $7.0k | 176 | 39.77 |
| 2020-03-31 | $6.0k | 218 | 27.52 |
| 2019-12-31 | $7.0k | 127 | 55.12 |
| 2019-09-30 | $7.0k | 144 | 48.61 |
| 2019-06-30 | $7.0k | 144 | 48.61 |