Forum Financial Management’s DoorDash DASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$602K Buy
2,441
+158
+7% +$38.9K 0.01% 350
2025
Q1
$417K Sell
2,283
-1,158
-34% -$212K 0.01% 438
2024
Q4
$577K Buy
3,441
+10
+0.3% +$1.68K 0.01% 325
2024
Q3
$490K Buy
3,431
+9
+0.3% +$1.29K 0.01% 335
2024
Q2
$372K Buy
3,422
+202
+6% +$22K 0.01% 407
2024
Q1
$443K Sell
3,220
-26
-0.8% -$3.58K 0.01% 366
2023
Q4
$321K Buy
3,246
+26
+0.8% +$2.57K 0.01% 429
2023
Q3
$256K Hold
3,220
0.01% 476
2023
Q2
$246K Hold
3,220
0.01% 514
2023
Q1
$205K Buy
+3,220
New +$205K 0.01% 561