EP Wealth Advisors’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Sell |
27,923
-24
| -0.1% | -$4.4K | 0.03% | 260 |
|
|
2025
Q1 | $4.91M | Buy |
27,947
+1,820
| +7% | +$320K | 0.04% | 224 |
|
|
2024
Q4 | $4.9M | Buy |
26,127
+383
| +1% | +$71.9K | 0.04% | 221 |
|
|
2024
Q3 | $4.94M | Buy |
25,744
+5,272
| +26% | +$1.01M | 0.04% | 223 |
|
|
2024
Q2 | $3.69M | Sell |
20,472
-211
| -1% | -$38.1K | 0.04% | 207 |
|
|
2024
Q1 | $3.66M | Buy |
20,683
+127
| +0.6% | +$22.5K | 0.04% | 204 |
|
|
2023
Q4 | $3.16M | Sell |
20,556
-1,039
| -5% | -$160K | 0.04% | 209 |
|
|
2023
Q3 | $3.01M | Buy |
21,595
+5,381
| +33% | +$751K | 0.05% | 199 |
|
|
2023
Q2 | $3.19M | Sell |
16,214
-14,276
| -47% | -$2.81M | 0.05% | 196 |
|
|
2023
Q1 | $1.25M | Buy |
30,490
+7,027
| +30% | +$288K | 0.02% | 280 |
|
|
2022
Q4 | $3.18M | Sell |
23,463
-1,893
| -7% | -$256K | 0.06% | 169 |
|
|
2022
Q3 | $2.96M | Sell |
25,356
-574
| -2% | -$66.9K | 0.07% | 156 |
|
|
2022
Q2 | $3.15M | Buy |
25,930
+286
| +1% | +$34.7K | 0.07% | 150 |
|
|
2022
Q1 | $4.02M | Sell |
25,644
-502
| -2% | -$78.8K | 0.09% | 131 |
|
|
2021
Q4 | $4.75M | Sell |
26,146
-556
| -2% | -$101K | 0.11% | 106 |
|
|
2021
Q3 | $4.15M | Sell |
26,702
-1,159
| -4% | -$180K | 0.11% | 102 |
|
|
2021
Q2 | $4.2M | Sell |
27,861
-810
| -3% | -$122K | 0.12% | 113 |
|
|
2021
Q1 | $3.93M | Buy |
+28,671
| New | +$3.93M | 0.13% | 109 |
|