Dow shares owned by Lifeworks Advisors
Historical chart of Lifeworks Advisors investment in Dow
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All positions including Dow held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 41k | 54.63 |
| 2024-06-30 | $1.8M | 34k | 53.05 |
| 2024-03-31 | $2.4M | 41k | 57.93 |
| 2023-12-31 | $1.9M | 35k | 54.84 |
| 2023-09-30 | $1.5M | 30k | 51.56 |
| 2023-06-30 | $1.7M | 31k | 53.26 |
| 2023-03-31 | $1.6M | 30k | 54.82 |
| 2022-12-31 | $1.6M | 32k | 50.39 |
| 2022-09-30 | $1.4M | 31k | 46.75 |