Carson Wealth (CWM LLC)’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.82M | Buy |
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|
2025
Q2 | $2.89M | Buy |
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|
2025
Q1 | $535K | Buy |
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|
2024
Q4 | $521K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $435K | Buy |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $269K | Buy |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $181K | Buy |
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|
2022
Q2 | $169K | Buy |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | $85K | Buy |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $24K | Hold |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $24K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $7K | Sell |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
|
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|
2017
Q3 | $6K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $10K | Buy |
|
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|
2016
Q3 | $7K | Sell |
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|
2016
Q2 | $8K | Sell |
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|
2016
Q1 | $10K | Sell |
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|
2015
Q4 | $2.77M | Buy |
|
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|
2015
Q3 | $2.27M | Buy |
|
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|
2015
Q2 | $2.62M | Buy |
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|
2015
Q1 | $2.3M | Buy |
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|
2014
Q4 | $2.15M | Sell |
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|
2014
Q3 | $9.87M | Buy |
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|
2014
Q2 | $10.3M | Buy |
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|
2014
Q1 | $7.76M | Buy |
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|
2013
Q4 | $4.2M | Buy |
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|
2013
Q3 | $677K | Buy |
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