Creative Planning’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
8,428
+652
| +8% | +$80K | ﹤0.01% | 1815 |
|
|
2025
Q1 | $937K | Sell |
7,776
-890
| -10% | -$107K | ﹤0.01% | 1765 |
|
|
2024
Q4 | $1.12M | Buy |
8,666
+1,754
| +25% | +$227K | ﹤0.01% | 1554 |
|
|
2024
Q3 | $782K | Buy |
6,912
+2,413
| +54% | +$273K | ﹤0.01% | 1719 |
|
|
2024
Q2 | $412K | Buy |
4,499
+144
| +3% | +$13.2K | ﹤0.01% | 2095 |
|
|
2024
Q1 | $420K | Buy |
4,355
+1,173
| +37% | +$113K | ﹤0.01% | 1982 |
|
|
2023
Q4 | $265K | Buy |
3,182
+3,108
| +4,200% | +$259K | ﹤0.01% | 2179 |
|
|
2023
Q3 | $5.61K | Sell |
74
-2,775
| -97% | -$210K | ﹤0.01% | 2663 |
|
|
2023
Q2 | $225K | Buy |
+2,849
| New | +$225K | ﹤0.01% | 2119 |
|
|
2020
Q1 | – | Sell |
-3,719
| Closed | -$282K | – | 1777 |
|
|
2019
Q4 | $282K | Hold |
3,719
| – | – | ﹤0.01% | 1428 |
|
|
2019
Q3 | $296K | Hold |
3,719
| – | – | ﹤0.01% | 1360 |
|
|
2019
Q2 | $324K | Sell |
3,719
-24
| -0.6% | -$2.09K | ﹤0.01% | 1314 |
|
|
2019
Q1 | $330K | Sell |
3,743
-56
| -1% | -$4.94K | ﹤0.01% | 1273 |
|
|
2018
Q4 | $342K | Buy |
3,799
+28
| +0.7% | +$2.52K | ﹤0.01% | 1155 |
|
|
2018
Q3 | $290K | Buy |
3,771
+38
| +1% | +$2.92K | ﹤0.01% | 1413 |
|
|
2018
Q2 | $255K | Sell |
3,733
-1
| -0% | -$68 | ﹤0.01% | 1449 |
|
|
2018
Q1 | $247K | Sell |
3,734
-39
| -1% | -$2.58K | ﹤0.01% | 1457 |
|
|
2017
Q4 | $231K | Buy |
3,773
+64
| +2% | +$3.92K | ﹤0.01% | 1500 |
|
|
2017
Q3 | $266K | Buy |
3,709
+2,620
| +241% | +$188K | ﹤0.01% | 1390 |
|
|
2017
Q2 | $90K | Sell |
1,089
-56
| -5% | -$4.63K | ﹤0.01% | 2045 |
|
|
2017
Q1 | $94K | Buy |
1,145
+24
| +2% | +$1.97K | ﹤0.01% | 1988 |
|
|
2016
Q4 | $82K | Hold |
1,121
| – | – | ﹤0.01% | 1983 |
|
|
2016
Q3 | $72K | Buy |
1,121
+1,108
| +8,523% | +$71.2K | ﹤0.01% | 2065 |
|
|
2016
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 4035 |
|
|
2016
Q1 | – | Sell |
-28
| Closed | -$1K | – | 4229 |
|
|
2015
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 4078 |
|
|
2015
Q1 | – | Sell |
-853
| Closed | -$41K | – | 4089 |
|
|
2014
Q4 | $41K | Buy |
853
+809
| +1,839% | +$38.9K | ﹤0.01% | 2120 |
|
|
2014
Q3 | $2K | Sell |
44
-36
| -45% | -$1.64K | ﹤0.01% | 3554 |
|
|
2014
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 3209 |
|
|
2013
Q3 | – | Sell |
-140
| Closed | -$6K | – | 3237 |
|
|
2013
Q2 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 2469 |
|