Dow shares owned by Sargent Investment Group
Historical chart of Sargent Investment Group investment in Dow
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All positions including Dow held by Sargent Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $214k | 3.7k | 57.93 |
| 2023-12-31 | $705k | 13k | 54.84 |
| 2023-09-30 | $675k | 13k | 51.56 |
| 2023-06-30 | $606k | 11k | 53.26 |
| 2023-03-31 | $595k | 11k | 55.33 |
| 2022-12-31 | $497k | 9.9k | 50.39 |
| 2022-09-30 | $436k | 9.6k | 45.52 |
| 2022-06-30 | $467k | 9.1k | 51.56 |
| 2022-03-31 | $564k | 8.8k | 63.76 |
| 2021-12-31 | $499k | 8.8k | 56.69 |
| 2021-09-30 | $504k | 8.8k | 57.58 |
| 2021-06-30 | $572k | 9.0k | 63.30 |
| 2021-03-31 | $532k | 8.3k | 63.88 |