Dow shares owned by Capital Advisors
Historical chart of Capital Advisors investment in Dow
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All positions including Dow held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $26M | 993k | 26.48 |
| 2025-03-31 | $36M | 1.0M | 34.92 |
| 2024-12-31 | $28M | 695k | 40.13 |
| 2024-09-30 | $37M | 685k | 54.63 |
| 2024-06-30 | $35M | 653k | 53.05 |
| 2024-03-31 | $32M | 556k | 57.93 |
| 2023-12-31 | $29M | 532k | 54.84 |
| 2023-09-30 | $26M | 501k | 51.56 |
| 2023-06-30 | $26M | 489k | 53.26 |
| 2023-03-31 | $24M | 446k | 54.82 |
| 2022-12-31 | $21M | 425k | 50.39 |
| 2022-09-30 | $396k | 8.8k | 45.13 |
| 2022-06-30 | $421k | 8.2k | 51.64 |
| 2022-03-31 | $502k | 7.9k | 63.78 |
| 2021-12-31 | $560k | 9.9k | 56.67 |
| 2021-09-30 | $575k | 10k | 57.59 |
| 2021-06-30 | $650k | 10k | 63.26 |
| 2021-03-31 | $613k | 9.6k | 63.91 |
| 2020-12-31 | $450k | 8.1k | 55.46 |
| 2020-09-30 | $273k | 5.8k | 47.00 |