Dow shares owned by Summit Financial
Historical chart of Summit Financial investment in Dow
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All positions including Dow held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $309k | 5.3k | 57.93 |
| 2023-12-31 | $307k | 5.6k | 54.84 |
| 2023-09-30 | $291k | 5.6k | 51.56 |
| 2023-06-30 | $323k | 6.1k | 53.26 |
| 2023-03-31 | $333k | 6.1k | 54.82 |
| 2022-12-31 | $306k | 6.1k | 50.39 |
| 2022-09-30 | $267k | 6.1k | 43.93 |
| 2022-06-30 | $313k | 6.1k | 51.63 |
| 2022-03-31 | $306k | 4.8k | 63.71 |
| 2021-12-31 | $327k | 5.8k | 56.63 |
| 2021-09-30 | $331k | 5.8k | 57.46 |
| 2021-06-30 | $365k | 5.8k | 63.29 |
| 2021-03-31 | $243k | 3.8k | 63.90 |
| 2020-12-31 | $211k | 3.8k | 55.48 |
| 2019-12-31 | $301k | 5.5k | 54.77 |
| 2019-09-30 | $290k | 6.1k | 47.69 |
| 2019-06-30 | $692k | 14k | 49.29 |