Dow shares owned by FOCUS Wealth Advisors
Historical chart of FOCUS Wealth Advisors investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by FOCUS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dow by FOCUS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 35k | 54.63 |
| 2024-06-30 | $1.8M | 35k | 53.05 |
| 2024-03-31 | $1.9M | 33k | 57.93 |
| 2023-12-31 | $1.5M | 28k | 54.84 |
| 2023-09-30 | $1.3M | 25k | 51.56 |
| 2023-06-30 | $1.3M | 25k | 53.26 |
| 2023-03-31 | $1.5M | 27k | 54.82 |
| 2022-12-31 | $1.3M | 26k | 50.39 |
| 2022-09-30 | $1.1M | 26k | 43.91 |
| 2022-06-30 | $1.3M | 26k | 51.60 |
| 2022-03-31 | $1.7M | 26k | 63.73 |
| 2021-12-31 | $1.4M | 25k | 56.73 |
| 2021-09-30 | $1.4M | 24k | 57.57 |
| 2021-06-30 | $1.4M | 22k | 63.28 |
| 2021-03-31 | $1.4M | 21k | 64.58 |
| 2020-12-31 | $1.2M | 21k | 55.49 |