Dow shares owned by Valeo Financial Advisors
Historical chart of Valeo Financial Advisors investment in Dow
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All positions including Dow held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $913k | 17k | 54.84 |
| 2023-09-30 | $810k | 16k | 51.56 |
| 2023-06-30 | $820k | 15k | 53.26 |
| 2023-03-31 | $822k | 15k | 54.82 |
| 2022-12-31 | $730k | 15k | 50.39 |
| 2022-09-30 | $565k | 13k | 43.97 |
| 2022-06-30 | $658k | 13k | 51.61 |
| 2022-03-31 | $2.0M | 31k | 63.70 |
| 2021-12-31 | $1.7M | 30k | 56.71 |
| 2021-09-30 | $1.6M | 27k | 57.55 |
| 2021-06-30 | $947k | 15k | 63.29 |
| 2021-03-31 | $811k | 13k | 63.91 |
| 2020-12-31 | $507k | 9.1k | 55.53 |
| 2020-09-30 | $475k | 10k | 47.04 |
| 2020-06-30 | $281k | 6.9k | 40.72 |
| 2020-03-31 | $458k | 13k | 36.51 |
| 2019-12-31 | $399k | 7.3k | 54.78 |
| 2019-09-30 | $331k | 6.9k | 47.64 |
| 2019-06-30 | $449k | 9.1k | 49.31 |