Dow shares owned by True Wealth Design
Historical chart of True Wealth Design investment in Dow
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All positions including Dow held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $117k | 2.8k | 41.65 |
| 2025-12-31 | $7.4k | 316 | 23.38 |
| 2025-09-30 | $336 | 15 | 22.40 |
| 2025-06-30 | $1.8k | 69 | 26.33 |
| 2025-03-31 | $3.1k | 90 | 34.78 |
| 2024-12-31 | $1.3k | 32 | 39.66 |
| 2024-09-30 | $10k | 185 | 54.63 |
| 2024-06-30 | $1.9k | 36 | 53.06 |
| 2024-03-31 | $1.6k | 27 | 57.96 |
| 2023-12-31 | $2.8k | 51 | 54.84 |
| 2023-09-30 | $2.6k | 51 | 51.57 |
| 2023-06-30 | $2.7k | 51 | 53.27 |
| 2023-03-31 | $2.8k | 51 | 54.82 |
| 2022-12-31 | $3.5k | 70 | 50.39 |