Dow shares owned by MBM Wealth Consultants
Historical chart of MBM Wealth Consultants investment in Dow
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All positions including Dow held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dow by MBM Wealth Consultants
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $294k | 5.4k | 54.63 |
2024-06-30 | $272k | 5.3k | 51.58 |
2024-03-31 | $298k | 5.1k | 57.93 |
2023-12-31 | $286k | 5.3k | 54.07 |
2023-09-30 | $265k | 5.3k | 49.73 |
2023-06-30 | $275k | 5.1k | 54.11 |
2023-03-31 | $291k | 4.1k | 71.57 |
2022-12-31 | $208k | 4.1k | 51.16 |
2022-09-30 | $137k | 3.0k | 45.39 |
2022-06-30 | $129k | 2.5k | 51.41 |
2022-03-31 | $157k | 2.5k | 63.64 |
2021-12-31 | $121k | 2.1k | 56.54 |
2021-09-30 | $104k | 1.8k | 57.46 |
2021-06-30 | $107k | 1.7k | 63.13 |
2021-03-31 | $108k | 1.7k | 63.72 |
2020-12-31 | $72k | 1.3k | 55.17 |
2020-09-30 | $48k | 1.0k | 47.29 |
2020-06-30 | $41k | 1.0k | 40.39 |
2020-03-31 | $30k | 1.0k | 29.56 |
2019-12-31 | $56k | 1.0k | 55.17 |
2019-09-30 | $25k | 515 | 48.54 |
2019-06-30 | $149k | 3.0k | 49.73 |