Carson Wealth (CWM LLC)’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
15,756
+12,712
| +418% | +$2.33M | 0.01% | 802 |
|
|
2025
Q1 | $535K | Buy |
3,044
+266
| +10% | +$46.8K | ﹤0.01% | 1416 |
|
|
2024
Q4 | $521K | Buy |
2,778
+139
| +5% | +$26.1K | ﹤0.01% | 1360 |
|
|
2024
Q3 | $506K | Buy |
2,639
+132
| +5% | +$25.3K | ﹤0.01% | 1309 |
|
|
2024
Q2 | $452K | Buy |
2,507
+51
| +2% | +$9.2K | ﹤0.01% | 1225 |
|
|
2024
Q1 | $435K | Buy |
2,456
+65
| +3% | +$11.5K | ﹤0.01% | 1186 |
|
|
2023
Q4 | $368K | Buy |
2,391
+302
| +14% | +$46.5K | ﹤0.01% | 1177 |
|
|
2023
Q3 | $291K | Buy |
2,089
+264
| +14% | +$36.8K | ﹤0.01% | 1163 |
|
|
2023
Q2 | $269K | Buy |
1,825
+117
| +7% | +$17.2K | ﹤0.01% | 1152 |
|
|
2023
Q1 | $260K | Buy |
1,708
+161
| +10% | +$24.5K | ﹤0.01% | 1104 |
|
|
2022
Q4 | $209K | Sell |
1,547
-9
| -0.6% | -$1.22K | ﹤0.01% | 1088 |
|
|
2022
Q3 | $181K | Buy |
1,556
+164
| +12% | +$19.1K | ﹤0.01% | 1094 |
|
|
2022
Q2 | $169K | Buy |
1,392
+425
| +44% | +$51.6K | ﹤0.01% | 1104 |
|
|
2022
Q1 | $152K | Buy |
967
+501
| +108% | +$78.8K | ﹤0.01% | 1159 |
|
|
2021
Q4 | $85K | Buy |
+466
| New | +$85K | ﹤0.01% | 1359 |
|
|
2021
Q2 | $24K | Hold |
159
| – | – | ﹤0.01% | 1700 |
|
|
2021
Q1 | $24K | Hold |
159
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q4 | $24K | Hold |
159
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q3 | $24K | Hold |
159
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q2 | $24K | Hold |
159
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q1 | $24K | Hold |
159
| – | – | ﹤0.01% | 1700 |
|
|
2019
Q4 | $24K | Hold |
159
| – | – | ﹤0.01% | 1700 |
|
|
2019
Q3 | $24K | Hold |
159
| – | – | ﹤0.01% | 1700 |
|
|
2019
Q2 | $24K | Hold |
159
| – | – | ﹤0.01% | 1700 |
|
|
2019
Q1 | $24K | Buy |
159
+56
| +54% | +$8.45K | ﹤0.01% | 1700 |
|
|
2018
Q4 | $7K | Sell |
103
-8
| -7% | -$544 | ﹤0.01% | 1431 |
|
|
2018
Q3 | $10K | Buy |
111
+49
| +79% | +$4.41K | ﹤0.01% | 1144 |
|
|
2018
Q2 | $5K | Sell |
62
-15
| -19% | -$1.21K | ﹤0.01% | 1184 |
|
|
2018
Q1 | $6K | Hold |
77
| – | – | ﹤0.01% | 963 |
|
|
2017
Q4 | $6K | Hold |
77
| – | – | ﹤0.01% | 1023 |
|
|
2017
Q3 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 1020 |
|
|
2017
Q1 | – | Sell |
-170
| Closed | -$10K | – | 1205 |
|
|
2016
Q4 | $10K | Buy |
170
+46
| +37% | +$2.71K | ﹤0.01% | 725 |
|
|
2016
Q3 | $7K | Sell |
124
-16
| -11% | -$903 | ﹤0.01% | 765 |
|
|
2016
Q2 | $8K | Sell |
140
-53
| -27% | -$3.03K | ﹤0.01% | 573 |
|
|
2016
Q1 | $10K | Sell |
193
-55,778
| -100% | -$2.89M | ﹤0.01% | 525 |
|
|
2015
Q4 | $2.77M | Buy |
55,971
+6,779
| +14% | +$336K | 0.27% | 108 |
|
|
2015
Q3 | $2.27M | Buy |
49,192
+2,923
| +6% | +$135K | 0.23% | 121 |
|
|
2015
Q2 | $2.62M | Buy |
46,269
+5,018
| +12% | +$284K | 0.25% | 119 |
|
|
2015
Q1 | $2.3M | Buy |
41,251
+4,063
| +11% | +$227K | 0.23% | 122 |
|
|
2014
Q4 | $2.15M | Sell |
37,188
-114,983
| -76% | -$6.66M | 0.26% | 121 |
|
|
2014
Q3 | $9.87M | Buy |
152,171
+11,382
| +8% | +$739K | 1.43% | 22 |
|
|
2014
Q2 | $10.3M | Buy |
140,789
+23,261
| +20% | +$1.71M | 1.85% | 16 |
|
|
2014
Q1 | $7.76M | Buy |
117,528
+52,362
| +80% | +$3.46M | 1.06% | 30 |
|
|
2013
Q4 | $4.2M | Buy |
65,166
+53,931
| +480% | +$3.48M | 0.66% | 40 |
|
|
2013
Q3 | $677K | Buy |
+11,235
| New | +$677K | 0.18% | 71 |
|