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
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Mount Yale Investment Advisors
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