Creative Planning’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $937K | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $782K | Buy |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $5.61K | Sell |
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|
2023
Q2 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Hold |
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|
2019
Q3 | $296K | Hold |
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|
2019
Q2 | $324K | Sell |
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|
2019
Q1 | $330K | Sell |
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|
2018
Q4 | $342K | Buy |
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|
2018
Q3 | $290K | Buy |
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|
2018
Q2 | $255K | Sell |
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|
2018
Q1 | $247K | Sell |
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|
2017
Q4 | $231K | Buy |
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|
2017
Q3 | $266K | Buy |
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|
2017
Q2 | $90K | Sell |
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|
2017
Q1 | $94K | Buy |
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|
2016
Q4 | $82K | Hold |
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|
2016
Q3 | $72K | Buy |
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|
2016
Q2 | $1K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $41K | Buy |
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|
2014
Q3 | $2K | Sell |
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|
2014
Q2 | $4K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $6K | Buy |
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