Heritage Wealth Management (Arizona)’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,319
| Closed | -$224K | – | 173 |
|
|
2024
Q1 | $224K | Buy |
+2,319
| New | +$224K | 0.11% | 167 |
|
|
2022
Q4 | $573K | Buy |
7,086
+3,842
| +118% | +$311K | 0.08% | 182 |
|
|
2022
Q3 | $266K | Hold |
3,244
| – | – | 0.09% | 173 |
|
|
2022
Q2 | $356K | Buy |
3,244
+312
| +11% | +$34.2K | 0.12% | 131 |
|
|
2022
Q1 | $279K | Buy |
+2,932
| New | +$279K | 0.08% | 209 |
|
|
2021
Q3 | $149K | Buy |
1,571
+307
| +24% | +$29.1K | 0.05% | 265 |
|
|
2021
Q2 | $131K | Buy |
1,264
+465
| +58% | +$48.2K | 0.05% | 293 |
|
|
2021
Q1 | $82K | Buy |
+799
| New | +$82K | 0.05% | 280 |
|