Dow shares owned by SFMG Wealth Advisors
Historical chart of SFMG Wealth Advisors investment in Dow
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All positions including Dow held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $242k | 4.5k | 53.26 |
| 2023-03-31 | $239k | 4.4k | 54.82 |
| 2022-12-31 | $220k | 4.4k | 50.39 |
| 2022-09-30 | $255k | 5.8k | 43.73 |
| 2022-06-30 | $290k | 5.6k | 51.66 |
| 2022-03-31 | $326k | 5.1k | 63.75 |
| 2021-12-31 | $265k | 4.7k | 56.75 |