HWMA
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Heritage Wealth Management (Arizona)’s Dorman Products DORM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,319
Closed -$224K – 173
2024
Q1 		$224K Buy
+2,319
New +$200K 0.11% 167
2022
Q4 		$573K Buy
7,086
+3,842
+118% +$326K 0.08% 182
2022
Q3 		$266K Hold
3,244
– – 0.09% 173
2022
Q2 		$356K Buy
3,244
+312
+11% +$30.9K 0.12% 131
2022
Q1 		$279K Buy
+2,932
New +$284K 0.08% 209
2021
Q3 		$149K Buy
1,571
+307
+24% +$30.3K 0.05% 265
2021
Q2 		$131K Buy
1,264
+465
+58% +$47.7K 0.05% 293
2021
Q1 		$82K Buy
+799
New +$79.7K 0.05% 280

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Ameriprise
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