Dow shares owned by CapWealth Advisors
Historical chart of CapWealth Advisors investment in Dow
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Quarterly reported holdings in Dow by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 799k | 22.93 |
| 2025-06-30 | $22M | 812k | 26.48 |
| 2025-03-31 | $30M | 851k | 34.92 |
| 2024-12-31 | $32M | 786k | 40.13 |
| 2024-09-30 | $21M | 393k | 54.63 |
| 2024-06-30 | $20M | 381k | 53.05 |
| 2024-03-31 | $22M | 383k | 57.93 |
| 2023-12-31 | $21M | 382k | 54.84 |
| 2023-09-30 | $20M | 381k | 51.56 |
| 2023-06-30 | $20M | 377k | 53.26 |
| 2023-03-31 | $21M | 375k | 54.82 |
| 2022-12-31 | $20M | 391k | 50.39 |
| 2022-09-30 | $17M | 388k | 43.93 |
| 2022-06-30 | $20M | 377k | 51.61 |
| 2022-03-31 | $23M | 358k | 63.72 |
| 2021-12-31 | $20M | 357k | 56.72 |
| 2021-09-30 | $20M | 354k | 57.56 |
| 2021-06-30 | $22M | 351k | 63.28 |
| 2021-03-31 | $22M | 350k | 63.94 |
| 2020-12-31 | $19M | 349k | 55.50 |
| 2020-09-30 | $17M | 351k | 47.05 |
| 2020-06-30 | $15M | 360k | 40.76 |
| 2020-03-31 | $8.0M | 272k | 29.24 |
| 2019-12-31 | $15M | 276k | 54.73 |
| 2019-09-30 | $13M | 279k | 47.65 |
| 2019-06-30 | $13M | 265k | 49.31 |