Dow shares owned by San Luis Wealth Advisors
Historical chart of San Luis Wealth Advisors investment in Dow
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All positions including Dow held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $699k | 13k | 54.60 |
| 2024-06-30 | $450k | 8.5k | 53.07 |
| 2023-06-30 | $358k | 6.7k | 53.19 |
| 2023-03-31 | $370k | 6.8k | 54.81 |
| 2022-03-31 | $265k | 4.7k | 56.75 |
| 2021-09-30 | $284k | 4.9k | 57.57 |
| 2020-12-31 | $737k | 13k | 55.53 |