Dow shares owned by Live Oak Private Wealth
Historical chart of Live Oak Private Wealth investment in Dow
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All positions including Dow held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $327k | 6.0k | 54.63 |
| 2024-06-30 | $297k | 5.6k | 53.05 |
| 2024-03-31 | $324k | 5.6k | 57.93 |
| 2023-12-31 | $307k | 5.6k | 54.84 |
| 2023-09-30 | $288k | 5.6k | 51.56 |
| 2023-06-30 | $351k | 6.6k | 53.26 |
| 2023-03-31 | $367k | 6.7k | 54.82 |
| 2022-12-31 | $332k | 6.6k | 50.39 |
| 2022-09-30 | $290k | 6.6k | 44.00 |
| 2022-06-30 | $351k | 6.8k | 51.65 |
| 2022-03-31 | $487k | 7.6k | 63.74 |