Congress 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 | $1.23M | Buy |
6,701
+2,232
| +50% | +$409K | 0.01% | 657 |
|
|
2025
Q1 | $796K | Buy |
4,469
+2,035
| +84% | +$362K | 0.01% | 681 |
|
|
2024
Q4 | $457K | Sell |
2,434
-1,452
| -37% | -$272K | 0.01% | 657 |
|
|
2024
Q3 | $745K | Buy |
3,886
+2,140
| +123% | +$410K | 0.01% | 564 |
|
|
2024
Q2 | $315K | Buy |
+1,746
| New | +$315K | 0.01% | 604 |
|
|
2023
Q3 | – | Sell |
-4,823
| Closed | -$712K | – | 604 |
|
|
2023
Q2 | $712K | Sell |
4,823
-69,706
| -94% | -$10.3M | 0.02% | 373 |
|
|
2023
Q1 | $11.3M | Buy |
74,529
+1,896
| +3% | +$288K | 0.27% | 110 |
|
|
2022
Q4 | $9.84M | Sell |
72,633
-383
| -0.5% | -$51.9K | 0.25% | 124 |
|
|
2022
Q3 | $8.51M | Buy |
73,016
+3,614
| +5% | +$421K | 0.23% | 137 |
|
|
2022
Q2 | $8.42M | Buy |
69,402
+1,320
| +2% | +$160K | 0.22% | 141 |
|
|
2022
Q1 | $10.7M | Buy |
68,082
+2,306
| +4% | +$362K | 0.23% | 121 |
|
|
2021
Q4 | $11.9M | Buy |
+65,776
| New | +$11.9M | 0.24% | 119 |
|