Dow shares owned by Polaris Wealth Advisers
Historical chart of Polaris Wealth Advisers investment in Dow
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All positions including Dow held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.3M | 123k | 51.56 |
| 2023-06-30 | $6.9M | 130k | 53.26 |
| 2023-03-31 | $7.1M | 129k | 54.82 |
| 2022-12-31 | $7.7M | 133k | 57.58 |
| 2022-06-30 | $25M | 480k | 51.61 |
| 2022-03-31 | $6.6M | 107k | 61.25 |