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Dow shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Dow

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All positions including Dow held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $817k 15k 54.84
2023-09-30 $769k 15k 51.56
2023-06-30 $893k 17k 53.26
2023-03-31 $855k 16k 54.82
2022-12-31 $667k 13k 50.39
2022-09-30 $502k 11k 43.91
2022-06-30 $491k 9.5k 51.65
2022-03-31 $513k 8.0k 63.76
2021-12-31 $346k 6.1k 56.80
2021-09-30 $317k 5.5k 57.55
2021-06-30 $333k 5.3k 63.22