Choate Investment Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.93M | Buy |
9,254
+1,277
| +16% | +$273K | 0.04% | 169 |
|
|
2025
Q4 | $1.56M | Hold |
7,977
| – | – | 0.03% | 185 |
|
|
2025
Q3 | $1.33M | Sell |
7,977
-150
| -2% | -$26.9K | 0.03% | 182 |
|
|
2025
Q2 | $1.49M | Sell |
8,127
-373
| -4% | -$64.9K | 0.03% | 162 |
|
|
2025
Q1 | $1.49M | Sell |
8,500
-1,331
| -14% | -$256K | 0.04% | 155 |
|
|
2024
Q4 | $1.84M | Buy |
9,831
+1,497
| +18% | +$293K | 0.04% | 143 |
|
|
2024
Q3 | $1.6M | Buy |
8,334
+61
| +0.7% | +$11.1K | 0.04% | 151 |
|
|
2024
Q2 | $1.49M | Hold |
8,273
| – | – | 0.04% | 154 |
|
|
2024
Q1 | $1.47M | Buy |
8,273
+197
| +2% | +$31.7K | 0.04% | 162 |
|
|
2023
Q4 | $1.24M | Sell |
8,076
-21
| -0.3% | -$2.94K | 0.04% | 159 |
|
|
2023
Q3 | $1.13M | Buy |
8,097
+1,234
| +18% | +$178K | 0.04% | 146 |
|
|
2023
Q2 | $1.01M | Buy |
6,863
+173
| +3% | +$24.7K | 0.04% | 140 |
|
|
2023
Q1 | $1.02M | Hold |
6,690
| – | – | 0.05% | 123 |
|
|
2022
Q4 | $906K | Hold |
6,690
| – | – | 0.05% | 133 |
|
|
2022
Q3 | $780K | Hold |
6,690
| – | – | 0.05% | 123 |
|
|
2022
Q2 | $812K | Hold |
6,690
| – | – | 0.05% | 129 |
|
|
2022
Q1 | $1.05M | Hold |
6,690
| – | – | 0.06% | 139 |
|
|
2021
Q4 | $1.22M | Hold |
6,690
| – | – | 0.07% | 119 |
|
|
2021
Q3 | $1.04M | Hold |
6,690
| – | – | 0.07% | 125 |
|
|
2021
Q2 | $1.01M | Hold |
6,690
| – | – | 0.06% | 127 |
|
|
2021
Q1 | $917K | Sell |
6,690
-35
| -0.5% | -$4.46K | 0.06% | 131 |
|
|
2020
Q4 | $849K | Hold |
6,725
| – | – | 0.05% | 129 |
|
|
2020
Q3 | $729K | Sell |
6,725
-170
| -2% | -$18.2K | 0.05% | 129 |
|
|
2020
Q2 | $666K | Hold |
6,895
| – | – | 0.05% | 131 |
|
|
2020
Q1 | $579K | Hold |
6,895
| – | – | 0.05% | 139 |
|
|
2019
Q4 | $795K | Hold |
6,895
| – | – | 0.05% | 125 |
|
|
2019
Q3 | $686K | Sell |
6,895
-70
| -1% | -$6.71K | 0.04% | 135 |
|
|
2019
Q2 | $698K | Sell |
6,965
-935
| -12% | -$89.7K | 0.04% | 134 |
|
|
2019
Q1 | $741K | Sell |
7,900
-57
| -0.7% | -$4.93K | 0.04% | 131 |
|
|
2018
Q4 | $565K | Sell |
7,957
-106
| -1% | -$8.66K | 0.04% | 139 |
|
|
2018
Q3 | $714K | Buy |
8,063
+176
| +2% | +$14.5K | 0.04% | 116 |
|
|
2018
Q2 | $577K | Sell |
7,887
-2,110
| -21% | -$161K | 0.03% | 145 |
|
|
2018
Q1 | $793K | Sell |
9,997
-247
| -2% | -$20.2K | 0.04% | 135 |
|
|
2017
Q4 | $836K | Sell |
10,244
-3,191
| -24% | -$247K | 0.04% | 134 |
|
|
2017
Q3 | $992K | Hold |
13,435
| – | – | 0.05% | 124 |
|
|
2017
Q2 | $871K | Sell |
13,435
-4,535
| -25% | -$296K | 0.05% | 130 |
|
|
2017
Q1 | $1.17M | Sell |
17,970
-340
| -2% | -$21.7K | 0.07% | 108 |
|
|
2016
Q4 | $1.11M | Sell |
18,310
-650
| -3% | -$37.6K | 0.07% | 107 |
|
|
2016
Q3 | $1.13M | Sell |
18,960
-1,517
| -7% | -$87.8K | 0.07% | 109 |
|
|
2016
Q2 | $1.15M | Buy |
20,477
+9,799
| +92% | +$528K | 0.08% | 102 |
|
|
2016
Q1 | $555K | Buy |
10,678
+2,811
| +36% | +$136K | 0.04% | 143 |
|
|
2015
Q4 | $456K | Sell |
7,867
-2,811
| -26% | -$143K | 0.03% | 175 |
|
|
2015
Q3 | $493K | Buy |
10,678
+5,348
| +100% | +$271K | 0.03% | 156 |
|
|
2015
Q2 | $302K | Sell |
5,330
-80
| -1% | -$4.76K | 0.02% | 210 |
|
|
2015
Q1 | $302K | Sell |
5,410
-2,457
| -31% | -$141K | 0.02% | 210 |
|
|
2014
Q4 | $456K | Sell |
7,867
-298
| -4% | -$18.5K | 0.03% | 176 |
|
|
2014
Q3 | $530K | Buy |
8,165
+2,064
| +34% | +$145K | 0.03% | 171 |
|
|
2014
Q2 | $448K | Sell |
6,101
-49
| -0.8% | -$3.42K | 0.03% | 190 |
|
|
2014
Q1 | $406K | Sell |
6,150
-590
| -9% | -$36.7K | 0.03% | 195 |
|
|
2013
Q4 | $436K | Sell |
6,740
-3,218
| -32% | -$197K | 0.03% | 189 |
|
|
2013
Q3 | $600K | Sell |
9,958
-1,038
| -9% | -$59.8K | 0.04% | 153 |
|
|
2013
Q2 | $572K | Buy |
+10,996
| New | +$551K | 0.05% | 154 |
|
Other funds holding DOV
VCM
VPM
