Fiduciary Planning’s Dorman Products DORM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Hold	2,564	–	–	0.1%	61
2025 Q1	$309K	Hold	2,564	–	–	0.1%	63
2024 Q4	$332K	Hold	2,564	–	–	0.11%	60
2024 Q3	$290K	Hold	2,564	–	–	0.1%	53
2024 Q2	$235K	Sell	2,564 -500	-16%	-$45.7K	0.08%	57
2024 Q1	$295K	Hold	3,064	–	–	0.11%	48
2023 Q4	$256K	Hold	3,064	–	–	0.11%	47
2023 Q3	$232K	Hold	3,064	–	–	0.11%	59
2023 Q2	$242K	Hold	3,064	–	–	0.11%	41
2023 Q1	$264K	Hold	3,064	–	–	0.13%	38
2022 Q4	$248K	Hold	3,064	–	–	0.12%	42
2022 Q3	$252K	Hold	3,064	–	–	0.13%	35
2022 Q2	$336K	Sell	3,064 -500	-14%	-$54.8K	0.17%	32
2022 Q1	$339K	Hold	3,564	–	–	0.19%	34
2021 Q4	$403K	Sell	3,564 -360	-9%	-$40.7K	0.23%	40
2021 Q3	$371K	Sell	3,924 -400	-9%	-$37.8K	0.2%	54
2021 Q2	$448K	Hold	4,324	–	–	0.39%	48
2021 Q1	$444K	Sell	4,324 -360	-8%	-$37K	0.67%	29
2020 Q4	$407K	Hold	4,684	–	–	0.57%	38
2020 Q3	$423K	Sell	4,684 -360	-7%	-$32.5K	0.7%	35
2020 Q2	$412K	Sell	5,044 -360	-7%	-$29.4K	0.91%	29
2020 Q1	$299K	Hold	5,404	–	–	0.56%	32
2019 Q4	$404K	Buy	+5,404	New	+$404K	0.37%	41