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Dow shares owned by Ropes Wealth Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Ropes Wealth Advisors from 13F filings

Historical chart of Ropes Wealth Advisors investment in Dow

Jul 2019Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 20240.2M0.4M0.6M0.8M1M5k10k15k20k
Value ($)Share countHistorical DOW position of Ropes Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Dow held by Ropes Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Ropes Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $240k 4.7k 51.55
2023-06-30 $460k 8.6k 53.26
2023-03-31 $423k 7.7k 54.82
2022-12-31 $335k 6.7k 50.39
2022-09-30 $279k 6.3k 43.94
2022-06-30 $332k 6.4k 51.67
2022-03-31 $439k 6.9k 63.75
2021-12-31 $396k 7.0k 56.78
2021-09-30 $584k 10k 57.58
2021-06-30 $570k 9.0k 63.31
2021-03-31 $676k 9.9k 68.53
2020-12-31 $508k 9.2k 55.49
2020-09-30 $567k 12k 47.03
2020-06-30 $505k 12k 40.73
2020-03-31 $358k 12k 29.21
2019-12-31 $800k 15k 54.73
2019-09-30 $933k 20k 47.66
2019-06-30 $956k 19k 49.32