Dow shares owned by SS&H Financial Advisors
Historical chart of SS&H Financial Advisors investment in Dow
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All positions including Dow held by SS&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by SS&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $623k | 24k | 26.48 |
| 2025-03-31 | $943k | 27k | 34.92 |
| 2024-12-31 | $930k | 23k | 40.17 |
| 2024-09-30 | $1.1M | 20k | 54.61 |
| 2024-06-30 | $972k | 18k | 53.03 |
| 2024-03-31 | $1.1M | 18k | 57.93 |
| 2023-09-30 | $839k | 16k | 51.57 |
| 2023-03-31 | $1.1M | 19k | 54.82 |
| 2022-12-31 | $921k | 18k | 50.39 |
| 2022-09-30 | $866k | 20k | 43.92 |
| 2022-06-30 | $592k | 12k | 51.62 |
| 2022-03-31 | $697k | 11k | 63.74 |