Bartlett & Co Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Sell |
5,123
-1
| -0% | -$183 | 0.01% | 260 |
|
|
2025
Q1 | $900K | Sell |
5,124
-34
| -0.7% | -$5.97K | 0.01% | 266 |
|
|
2024
Q4 | $968K | Hold |
5,158
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $989K | Sell |
5,158
-578
| -10% | -$111K | 0.01% | 256 |
|
|
2024
Q2 | $1.04M | Sell |
5,736
-161
| -3% | -$29.1K | 0.02% | 250 |
|
|
2024
Q1 | $1.04M | Hold |
5,897
| – | – | 0.02% | 259 |
|
|
2023
Q4 | $909K | Hold |
5,897
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $823K | Buy |
5,897
+850
| +17% | +$119K | 0.01% | 288 |
|
|
2023
Q2 | $745K | Hold |
5,047
| – | – | 0.01% | 303 |
|
|
2023
Q1 | $767K | Hold |
5,047
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $683K | Hold |
5,047
| – | – | 0.01% | 254 |
|
|
2022
Q3 | $588K | Hold |
5,047
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $612K | Sell |
5,047
-354
| -7% | -$42.9K | 0.01% | 259 |
|
|
2022
Q1 | $847K | Buy |
5,401
+335
| +7% | +$52.6K | 0.01% | 239 |
|
|
2021
Q4 | $920K | Sell |
5,066
-435
| -8% | -$79K | 0.02% | 239 |
|
|
2021
Q3 | $855K | Sell |
5,501
-167
| -3% | -$26K | 0.02% | 218 |
|
|
2021
Q2 | $854K | Sell |
5,668
-700
| -11% | -$105K | 0.02% | 218 |
|
|
2021
Q1 | $873K | Sell |
6,368
-625
| -9% | -$85.7K | 0.02% | 211 |
|
|
2020
Q4 | $883K | Buy |
6,993
+1,896
| +37% | +$239K | 0.02% | 208 |
|
|
2020
Q3 | $552K | Buy |
5,097
+1,670
| +49% | +$181K | 0.01% | 232 |
|
|
2020
Q2 | $331K | Sell |
3,427
-531
| -13% | -$51.3K | 0.01% | 269 |
|
|
2020
Q1 | $332K | Sell |
3,958
-519
| -12% | -$43.6K | 0.01% | 256 |
|
|
2019
Q4 | $516K | Sell |
4,477
-41
| -0.9% | -$4.73K | 0.01% | 262 |
|
|
2019
Q3 | $450K | Buy |
4,518
+1,468
| +48% | +$146K | 0.01% | 265 |
|
|
2019
Q2 | $306K | Hold |
3,050
| – | – | 0.01% | 229 |
|
|
2019
Q1 | $286K | Hold |
3,050
| – | – | 0.01% | 234 |
|
|
2018
Q4 | $216K | Hold |
3,050
| – | – | 0.01% | 247 |
|
|
2018
Q3 | $270K | Buy |
3,050
+350
| +13% | +$31K | 0.01% | 236 |
|
|
2018
Q2 | $198K | Sell |
2,700
-147
| -5% | -$10.8K | 0.01% | 254 |
|
|
2018
Q1 | $226K | Buy |
+2,847
| New | +$226K | 0.01% | 240 |
|