Dow shares owned by Wagner Wealth Management
Historical chart of Wagner Wealth Management investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dow by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $328k | 6.2k | 53.05 |
| 2024-03-31 | $353k | 6.1k | 57.93 |
| 2023-12-31 | $2.1M | 38k | 54.84 |
| 2023-09-30 | $2.2M | 43k | 51.56 |
| 2023-06-30 | $2.3M | 43k | 53.26 |
| 2023-03-31 | $2.4M | 45k | 54.82 |
| 2022-12-31 | $1.9M | 38k | 50.39 |
| 2022-09-30 | $23k | 529 | 43.48 |
| 2022-06-30 | $44k | 848 | 51.89 |
| 2021-12-31 | $21k | 368 | 57.07 |
| 2021-09-30 | $18k | 326 | 55.21 |
| 2021-06-30 | $4.0k | 68 | 58.82 |
| 2021-03-31 | $4.0k | 68 | 58.82 |