Dow shares owned by Symphony Financial
Historical chart of Symphony Financial investment in Dow
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All positions including Dow held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $290k | 7.0k | 41.58 |
| 2024-09-30 | $420k | 7.6k | 55.08 |
| 2024-06-30 | $566k | 11k | 52.96 |
| 2024-03-31 | $573k | 9.9k | 57.93 |
| 2023-12-31 | $560k | 11k | 53.11 |
| 2023-09-30 | $542k | 11k | 51.30 |
| 2023-06-30 | $566k | 11k | 53.24 |
| 2023-03-31 | $603k | 11k | 54.00 |
| 2022-12-31 | $756k | 14k | 52.33 |
| 2022-09-30 | $394k | 8.9k | 44.13 |