Dow shares owned by TrueWealth Advisors
Historical chart of TrueWealth Advisors investment in Dow
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All positions including Dow held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $311k | 5.7k | 54.63 |
| 2024-06-30 | $274k | 5.2k | 53.05 |
| 2024-03-31 | $346k | 6.0k | 57.93 |
| 2023-12-31 | $325k | 5.9k | 54.84 |
| 2023-09-30 | $295k | 5.7k | 51.56 |
| 2023-06-30 | $293k | 5.5k | 53.26 |
| 2023-03-31 | $285k | 5.2k | 54.82 |
| 2022-12-31 | $274k | 5.4k | 50.39 |
| 2022-03-31 | $202k | 3.0k | 68.22 |