Dow shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Dow (DOW) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dow by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $254k | 7.3k | 34.92 |
| 2024-12-31 | $374k | 9.3k | 40.13 |
| 2024-09-30 | $552k | 10k | 54.63 |
| 2024-06-30 | $527k | 9.9k | 53.05 |
| 2024-03-31 | $577k | 10k | 57.93 |
| 2023-09-30 | $669k | 13k | 51.56 |
| 2023-06-30 | $706k | 13k | 53.26 |
| 2023-03-31 | $1.2M | 23k | 54.82 |
| 2022-12-31 | $1.2M | 23k | 50.39 |
| 2022-09-30 | $1000k | 23k | 43.94 |
| 2022-06-30 | $1.3M | 25k | 51.60 |
| 2022-03-31 | $960k | 15k | 63.74 |
| 2021-12-31 | $657k | 12k | 56.74 |
| 2021-09-30 | $650k | 11k | 57.57 |
| 2021-06-30 | $1.4M | 22k | 63.30 |
| 2021-03-31 | $1.1M | 18k | 63.94 |
| 2020-12-31 | $745k | 13k | 55.50 |
| 2020-09-30 | $626k | 13k | 47.07 |
| 2019-12-31 | $785k | 14k | 54.71 |
| 2019-09-30 | $934k | 20k | 47.67 |
More positions owned by Williams Jones Wealth Management
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