Dow shares owned by Herold Advisors
Historical chart of Herold Advisors investment in Dow
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Quarterly reported holdings in Dow by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 9.1k | 22.93 |
| 2025-06-30 | $202k | 7.6k | 26.48 |
| 2025-03-31 | $247k | 7.1k | 34.93 |
| 2024-12-31 | $292k | 7.3k | 40.14 |
| 2024-09-30 | $408k | 7.5k | 54.64 |
| 2024-06-30 | $401k | 7.6k | 53.06 |
| 2024-03-31 | $455k | 7.9k | 57.94 |
| 2023-12-31 | $460k | 8.4k | 54.85 |
| 2023-09-30 | $440k | 8.5k | 51.56 |
| 2023-06-30 | $407k | 7.6k | 53.26 |
| 2023-03-31 | $442k | 8.1k | 54.82 |
| 2022-12-31 | $403k | 8.0k | 50.39 |
| 2022-09-30 | $341k | 7.8k | 43.81 |
| 2022-06-30 | $404k | 7.8k | 51.60 |
| 2022-03-31 | $499k | 7.8k | 63.72 |
| 2021-12-31 | $412k | 7.3k | 56.65 |
| 2021-09-30 | $421k | 7.3k | 57.47 |