Dow shares owned by Talisman Wealth Advisors
Historical chart of Talisman Wealth Advisors investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Talisman Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dow by Talisman Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $290k | 5.3k | 55.08 |
| 2024-06-30 | $280k | 5.3k | 53.05 |
| 2024-03-31 | $311k | 5.4k | 57.93 |
| 2023-09-30 | $288k | 5.6k | 51.56 |
| 2023-06-30 | $299k | 5.6k | 53.26 |
| 2023-03-31 | $306k | 5.6k | 54.91 |
| 2022-12-31 | $277k | 5.5k | 50.38 |