Dow shares owned by Wellington Shields & Co
Historical chart of Wellington Shields & Co investment in Dow
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All positions including Dow held by Wellington Shields & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 11k | 22.93 |
| 2025-06-30 | $337k | 13k | 26.48 |
| 2025-03-31 | $376k | 11k | 34.92 |
| 2024-12-31 | $434k | 11k | 40.13 |
| 2024-09-30 | $716k | 13k | 54.63 |
| 2024-06-30 | $681k | 13k | 53.05 |
| 2024-03-31 | $747k | 13k | 57.93 |
| 2023-12-31 | $772k | 14k | 54.84 |
| 2023-09-30 | $744k | 14k | 51.56 |
| 2023-06-30 | $775k | 15k | 53.26 |
| 2023-03-31 | $728k | 13k | 54.82 |
| 2022-12-31 | $665k | 13k | 50.39 |
| 2022-09-30 | $584k | 13k | 43.90 |
| 2022-06-30 | $693k | 13k | 51.58 |
| 2022-03-31 | $1.2M | 19k | 63.72 |
| 2021-12-31 | $1.1M | 19k | 56.70 |
| 2021-09-30 | $1.0M | 18k | 57.58 |
| 2021-06-30 | $1.1M | 18k | 63.27 |
| 2021-03-31 | $1.2M | 19k | 63.95 |
| 2020-12-31 | $1.2M | 22k | 55.52 |
| 2020-09-30 | $1.1M | 23k | 47.05 |
| 2020-06-30 | $853k | 21k | 40.75 |
| 2020-03-31 | $672k | 23k | 29.24 |
| 2019-12-31 | $1.3M | 23k | 54.72 |
| 2019-06-30 | $987k | 20k | 49.29 |