CWM
Cornerstone Wealth Management’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
28,601
+1,650
| +6% | +$302K | 0.32% | 76 |
|
|
2025
Q1 | $4.73M | Buy |
26,951
+433
| +2% | +$76.1K | 0.32% | 75 |
|
|
2024
Q4 | $4.97M | Buy |
26,518
+381
| +1% | +$71.5K | 0.34% | 75 |
|
|
2024
Q3 | $5.01M | Buy |
26,137
+630
| +2% | +$121K | 0.35% | 70 |
|
|
2024
Q2 | $4.6M | Buy |
25,507
+826
| +3% | +$149K | 0.35% | 69 |
|
|
2024
Q1 | $4.37M | Buy |
24,681
+704
| +3% | +$125K | 0.35% | 72 |
|
|
2023
Q4 | $3.69M | Buy |
23,977
+1,249
| +5% | +$192K | 0.32% | 76 |
|
|
2023
Q3 | $3.17M | Buy |
22,728
+1,120
| +5% | +$156K | 0.3% | 78 |
|
|
2023
Q2 | $3.19M | Buy |
21,608
+1,528
| +8% | +$226K | 0.28% | 81 |
|
|
2023
Q1 | $3.05M | Buy |
+20,080
| New | +$3.05M | 0.3% | 77 |
|
|
2022
Q3 | $1.94M | Buy |
16,598
+2,308
| +16% | +$269K | 0.22% | 100 |
|
|
2022
Q2 | $1.73M | Buy |
14,290
+1,771
| +14% | +$215K | 0.19% | 111 |
|
|
2022
Q1 | $1.96M | Buy |
12,519
+351
| +3% | +$55.1K | 0.19% | 107 |
|
|
2021
Q4 | $2.21M | Buy |
12,168
+168
| +1% | +$30.5K | 0.21% | 112 |
|
|
2021
Q3 | $1.87M | Buy |
12,000
+763
| +7% | +$119K | 0.2% | 111 |
|
|
2021
Q2 | $1.69M | Buy |
11,237
+722
| +7% | +$109K | 0.18% | 123 |
|
|
2021
Q1 | $1.44M | Buy |
10,515
+561
| +6% | +$76.9K | 0.17% | 122 |
|
|
2020
Q4 | $1.26M | Buy |
9,954
+394
| +4% | +$49.8K | 0.16% | 125 |
|
|
2020
Q3 | $1.04M | Buy |
9,560
+56
| +0.6% | +$6.07K | 0.15% | 130 |
|
|
2020
Q2 | $918K | Buy |
9,504
+519
| +6% | +$50.1K | 0.15% | 145 |
|
|
2020
Q1 | $754K | Sell |
8,985
-2,390
| -21% | -$201K | 0.15% | 142 |
|
|
2019
Q4 | $1.31M | Buy |
11,375
+845
| +8% | +$97.4K | 0.21% | 91 |
|
|
2019
Q3 | $1.05M | Buy |
10,530
+516
| +5% | +$51.4K | 0.18% | 118 |
|
|
2019
Q2 | $1M | Buy |
10,014
+778
| +8% | +$77.9K | 0.18% | 120 |
|
|
2019
Q1 | $2.55M | Buy |
9,236
+2,133
| +30% | +$588K | 0.31% | 79 |
|
|
2018
Q4 | $502K | Sell |
7,103
-224,653
| -97% | -$15.9M | 0.11% | 191 |
|
|
2018
Q3 | $2.47M | Sell |
231,756
-87,941
| -28% | -$937K | 0.03% | 449 |
|
|
2018
Q2 | $4.38M | Buy |
319,697
+315,724
| +7,947% | +$4.33M | 0.05% | 345 |
|
|
2018
Q1 | $380K | Buy |
3,973
+551
| +16% | +$52.7K | 0.07% | 261 |
|
|
2017
Q4 | $351K | Buy |
3,422
+952
| +39% | +$97.6K | 0.07% | 279 |
|
|
2017
Q3 | $232K | Sell |
2,470
-3,327
| -57% | -$312K | 0.05% | 334 |
|
|
2017
Q2 | $483K | Buy |
5,797
+38
| +0.7% | +$3.17K | 0.11% | 188 |
|
|
2017
Q1 | $463K | Buy |
5,759
+1,442
| +33% | +$116K | 0.11% | 180 |
|
|
2016
Q4 | $330K | Sell |
4,317
-430
| -9% | -$32.9K | 0.11% | 186 |
|
|
2016
Q3 | $344K | Buy |
+4,747
| New | +$344K | 0.13% | 158 |
|