Integrated Wealth Concepts’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $457K | Sell |
3,726
-29
| -0.8% | -$3.56K | ﹤0.01% | 1330 |
|
2025
Q1 | $453K | Buy |
3,755
+468
| +14% | +$56.4K | 0.01% | 1186 |
|
2024
Q4 | $426K | Sell |
3,287
-970
| -23% | -$126K | ﹤0.01% | 1199 |
|
2024
Q3 | $482K | Buy |
4,257
+349
| +9% | +$39.5K | 0.01% | 1101 |
|
2024
Q2 | $358K | Hold |
3,908
| – | – | ﹤0.01% | 1218 |
|
2024
Q1 | $376K | Buy |
3,908
+1
| +0% | +$96 | 0.01% | 1191 |
|
2023
Q4 | $326K | Sell |
3,907
-208
| -5% | -$17.3K | 0.01% | 1224 |
|
2023
Q3 | $312K | Hold |
4,115
| – | – | 0.01% | 1210 |
|
2023
Q2 | $324K | Buy |
+4,115
| New | +$324K | 0.01% | 1191 |
|