AWM
DOLE

Avior Wealth Management’s DOLE FOOD CO INC NEW CMN STK (DE) DOLE Stock Holding History

Avior Wealth Management’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$4.06K – 2465
2024
Q4 		$4.06K Hold
300
– – ﹤0.01% 1932
2024
Q3 		$4.89K Hold
300
– – ﹤0.01% 1787
2024
Q2 		$3.67K Buy
+300
New +$3.67K ﹤0.01% 1816

Other funds holding DOLE

SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Avior Wealth Management's DOLE Position: Q1 2025 in Review

Avior Wealth Management sold out of DOLE FOOD CO INC NEW CMN STK (DE) (DOLE) in Q1 2025, closing a stake of 300 shares — an estimated $4.06K sold.

Avior Wealth Management first reported a position in DOLE in Q2 2024 and held it in 3 quarters. The position peaked at $4.89K in Q3 2024. 7 funds tracked by Wall St. Rank hold DOLE as of Q1 2025.

  • Avior Wealth Management reported no remaining DOLE FOOD CO INC NEW CMN STK (DE) position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 300 DOLE FOOD CO INC NEW CMN STK (DE) shares in Q1 2025, an estimated $4.06K.
  • Avior Wealth Management first reported a position in DOLE FOOD CO INC NEW CMN STK (DE) in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's DOLE FOOD CO INC NEW CMN STK (DE) position peaked at $4.89K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held DOLE FOOD CO INC NEW CMN STK (DE) as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.