Dow shares owned by RMR Wealth Builders
Historical chart of RMR Wealth Builders investment in Dow
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All positions including Dow held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $890k | 16k | 54.63 |
| 2024-06-30 | $875k | 17k | 53.05 |
| 2024-03-31 | $1.0M | 18k | 57.93 |
| 2023-12-31 | $965k | 18k | 54.84 |
| 2023-09-30 | $899k | 17k | 51.56 |
| 2023-06-30 | $928k | 17k | 53.26 |
| 2023-03-31 | $954k | 17k | 54.82 |
| 2022-12-31 | $881k | 18k | 50.36 |
| 2022-09-30 | $765k | 17k | 43.92 |
| 2022-06-30 | $905k | 18k | 51.61 |
| 2022-03-31 | $481k | 7.6k | 63.67 |
| 2021-09-30 | $386k | 6.7k | 57.60 |
| 2021-06-30 | $450k | 7.1k | 63.31 |
| 2021-03-31 | $480k | 7.5k | 63.90 |
| 2020-12-31 | $353 | 5.7k | 0.06 |
| 2020-09-30 | $340k | 7.2k | 47.08 |
| 2020-06-30 | $232k | 5.7k | 40.73 |
| 2019-12-31 | $312k | 5.7k | 54.78 |