Dow shares owned by WR Wealth Planners
Historical chart of WR Wealth Planners investment in Dow
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All positions including Dow held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $115k | 2.1k | 54.62 |
| 2024-06-30 | $116k | 2.2k | 53.05 |
| 2024-03-31 | $120k | 2.1k | 57.92 |
| 2023-09-30 | $101k | 2.0k | 51.56 |
| 2023-06-30 | $104k | 2.0k | 53.26 |
| 2023-03-31 | $112k | 2.0k | 54.83 |
| 2022-12-31 | $96k | 1.9k | 50.39 |
| 2022-09-30 | $83k | 1.9k | 43.92 |
| 2022-06-30 | $96k | 1.9k | 51.61 |
| 2022-03-31 | $117k | 1.8k | 63.72 |