Crestwood Advisors Group’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
5,438
+143
| +3% | +$26.2K | 0.02% | 280 |
|
|
2025
Q1 | $930K | Buy |
5,295
+16
| +0.3% | +$2.81K | 0.02% | 284 |
|
|
2024
Q4 | $990K | Buy |
5,279
+75
| +1% | +$14.1K | 0.02% | 243 |
|
|
2024
Q3 | $998K | Buy |
5,204
+16
| +0.3% | +$3.07K | 0.02% | 233 |
|
|
2024
Q2 | $936K | Buy |
5,188
+53
| +1% | +$9.57K | 0.02% | 227 |
|
|
2024
Q1 | $910K | Buy |
5,135
+8
| +0.2% | +$1.42K | 0.02% | 225 |
|
|
2023
Q4 | $789K | Sell |
5,127
-59
| -1% | -$9.07K | 0.02% | 234 |
|
|
2023
Q3 | $724K | Buy |
+5,186
| New | +$724K | 0.02% | 220 |
|
|
2022
Q1 | – | Sell |
-1,191
| Closed | -$216K | – | 294 |
|
|
2021
Q4 | $216K | Buy |
+1,191
| New | +$216K | 0.01% | 275 |
|
|
2017
Q2 | – | Sell |
-1,238
| Closed | -$78K | – | 223 |
|
|
2017
Q1 | $78K | Buy |
+1,238
| New | +$78K | 0.01% | 207 |
|