Fiduciary 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 | $400K | Hold |
|
|||||
|
2025
Q2 | $315K | Hold |
|
|||||
|
2025
Q1 | $309K | Hold |
|
|||||
|
2024
Q4 | $332K | Hold |
|
|||||
|
2024
Q3 | $290K | Hold |
|
|||||
|
2024
Q2 | $235K | Sell |
|
|||||
|
2024
Q1 | $295K | Hold |
|
|||||
|
2023
Q4 | $256K | Hold |
|
|||||
|
2023
Q3 | $232K | Hold |
|
|||||
|
2023
Q2 | $242K | Hold |
|
|||||
|
2023
Q1 | $264K | Hold |
|
|||||
|
2022
Q4 | $248K | Hold |
|
|||||
|
2022
Q3 | $252K | Hold |
|
|||||
|
2022
Q2 | $336K | Sell |
|
|||||
|
2022
Q1 | $339K | Hold |
|
|||||
|
2021
Q4 | $403K | Sell |
|
|||||
|
2021
Q3 | $371K | Sell |
|
|||||
|
2021
Q2 | $448K | Hold |
|
|||||
|
2021
Q1 | $444K | Sell |
|
|||||
|
2020
Q4 | $407K | Hold |
|
|||||
|
2020
Q3 | $423K | Sell |
|
|||||
|
2020
Q2 | $412K | Sell |
|
|||||
|
2020
Q1 | $299K | Hold |
|
|||||
|
2019
Q4 | $404K | Buy |
|