Dow shares owned by Burns Wealth Management
Historical chart of Burns Wealth Management investment in Dow
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Quarterly reported holdings in Dow by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $420k | 8.1k | 51.56 |
| 2023-06-30 | $438k | 8.2k | 53.26 |
| 2023-03-31 | $427k | 7.8k | 54.82 |
| 2022-12-31 | $394k | 7.8k | 50.39 |
| 2022-09-30 | $212k | 4.8k | 43.83 |
| 2022-06-30 | $266k | 5.2k | 51.61 |
| 2022-03-31 | $318k | 5.0k | 63.79 |
| 2021-12-31 | $300k | 5.3k | 56.70 |
| 2021-09-30 | $215k | 3.7k | 57.46 |
| 2021-06-30 | $397k | 6.3k | 63.22 |
| 2021-03-31 | $226k | 3.5k | 63.95 |
| 2020-09-30 | $917k | 20k | 47.09 |
| 2020-06-30 | $532k | 13k | 40.77 |