Dow shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Dow (DOW) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dow by WealthPlan Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $503k | 8.7k | 57.93 |
2023-12-31 | $475k | 8.7k | 54.84 |
2023-09-30 | $447k | 8.7k | 51.56 |
2023-06-30 | $45k | 842 | 53.26 |
2023-03-31 | $467k | 8.5k | 54.82 |
2022-12-31 | $664k | 11k | 60.32 |
2022-09-30 | $553k | 11k | 50.74 |
2022-03-31 | $626k | 9.4k | 66.52 |
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