Carson Wealth (CWM LLC)’s Dorman Products DORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Sell |
236
-6
| -2% | -$737 | ﹤0.01% | 3667 |
|
|
2025
Q1 | $29K | Buy |
242
+5
| +2% | +$599 | ﹤0.01% | 3404 |
|
|
2024
Q4 | $31K | Buy |
237
+53
| +29% | +$6.93K | ﹤0.01% | 3138 |
|
|
2024
Q3 | $21K | Buy |
184
+26
| +16% | +$2.97K | ﹤0.01% | 3311 |
|
|
2024
Q2 | $14K | Sell |
158
-53
| -25% | -$4.7K | ﹤0.01% | 3331 |
|
|
2024
Q1 | $20K | Buy |
211
+5
| +2% | +$474 | ﹤0.01% | 2901 |
|
|
2023
Q4 | $17K | Sell |
206
-75
| -27% | -$6.19K | ﹤0.01% | 2864 |
|
|
2023
Q3 | $21K | Buy |
281
+4
| +1% | +$299 | ﹤0.01% | 2645 |
|
|
2023
Q2 | $22K | Sell |
277
-16
| -5% | -$1.27K | ﹤0.01% | 2563 |
|
|
2023
Q1 | $25K | Buy |
293
+46
| +19% | +$3.93K | ﹤0.01% | 2341 |
|
|
2022
Q4 | $20K | Sell |
247
-72
| -23% | -$5.83K | ﹤0.01% | 2357 |
|
|
2022
Q3 | $26K | Buy |
319
+78
| +32% | +$6.36K | ﹤0.01% | 2048 |
|
|
2022
Q2 | $26K | Sell |
241
-27
| -10% | -$2.91K | ﹤0.01% | 1960 |
|
|
2022
Q1 | $25K | Buy |
268
+27
| +11% | +$2.52K | ﹤0.01% | 1938 |
|
|
2021
Q4 | $27K | Buy |
+241
| New | +$27K | ﹤0.01% | 1822 |
|
|
2021
Q2 | $25K | Hold |
241
| – | – | ﹤0.01% | 1682 |
|
|
2021
Q1 | $25K | Hold |
241
| – | – | ﹤0.01% | 1682 |
|
|
2020
Q4 | $25K | Hold |
241
| – | – | ﹤0.01% | 1682 |
|
|
2020
Q3 | $25K | Hold |
241
| – | – | ﹤0.01% | 1682 |
|
|
2020
Q2 | $25K | Hold |
241
| – | – | ﹤0.01% | 1682 |
|
|
2020
Q1 | $25K | Hold |
241
| – | – | ﹤0.01% | 1682 |
|
|
2019
Q4 | $25K | Hold |
241
| – | – | ﹤0.01% | 1682 |
|
|
2019
Q3 | $25K | Hold |
241
| – | – | ﹤0.01% | 1682 |
|
|
2019
Q2 | $25K | Hold |
241
| – | – | ﹤0.01% | 1682 |
|
|
2019
Q1 | $25K | Buy |
241
+219
| +995% | +$22.7K | ﹤0.01% | 1682 |
|
|
2018
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1728 |
|