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Dow shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Dow

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All positions including Dow held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 22k 54.63
2024-03-31 $661k 11k 57.93
2023-09-30 $1.2M 22k 51.56
2023-06-30 $1.8M 33k 53.26
2023-03-31 $3.2M 58k 54.82
2022-12-31 $2.9M 58k 50.39
2022-09-30 $2.5M 58k 43.93
2022-06-30 $3.0M 58k 51.61
2022-03-31 $3.7M 58k 63.73
2021-12-31 $3.3M 58k 56.71
2021-09-30 $3.3M 58k 57.56