Ballentine Partners’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
2,190
-34
| -2% | -$6.23K | 0.01% | 565 |
|
|
2025
Q1 | $391K | Buy |
2,224
+280
| +14% | +$49.2K | 0.01% | 528 |
|
|
2024
Q4 | $365K | Buy |
1,944
+80
| +4% | +$15K | 0.01% | 521 |
|
|
2024
Q3 | $357K | Sell |
1,864
-20
| -1% | -$3.84K | 0.01% | 530 |
|
|
2024
Q2 | $340K | Buy |
1,884
+136
| +8% | +$24.5K | 0.01% | 517 |
|
|
2024
Q1 | $310K | Buy |
1,748
+151
| +9% | +$26.8K | 0.01% | 525 |
|
|
2023
Q4 | $246K | Buy |
+1,597
| New | +$246K | 0.01% | 569 |
|