J.W. Coons Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
1,805
| – | – | 0.07% | 193 |
|
|
2025
Q1 | $317K | Buy |
1,805
+100
| +6% | +$17.6K | 0.08% | 185 |
|
|
2024
Q4 | $320K | Hold |
1,705
| – | – | 0.08% | 190 |
|
|
2024
Q3 | $327K | Hold |
1,705
| – | – | 0.08% | 189 |
|
|
2024
Q2 | $308K | Hold |
1,705
| – | – | 0.07% | 189 |
|
|
2024
Q1 | $302K | Sell |
1,705
-100
| -6% | -$17.7K | 0.07% | 195 |
|
|
2023
Q4 | $278K | Sell |
1,805
-14
| -0.8% | -$2.15K | 0.08% | 198 |
|
|
2023
Q3 | $254K | Sell |
1,819
-300
| -14% | -$41.9K | 0.07% | 200 |
|
|
2023
Q2 | $313K | Hold |
2,119
| – | – | 0.09% | 190 |
|
|
2023
Q1 | $322K | Hold |
2,119
| – | – | 0.09% | 185 |
|
|
2022
Q4 | $287K | Buy |
2,119
+300
| +16% | +$40.6K | 0.09% | 189 |
|
|
2022
Q3 | $212K | Buy |
+1,819
| New | +$212K | 0.08% | 199 |
|
|
2022
Q2 | – | Sell |
-1,519
| Closed | -$239K | – | 249 |
|
|
2022
Q1 | $239K | Hold |
1,519
| – | – | 0.07% | 233 |
|
|
2021
Q4 | $276K | Sell |
1,519
-100
| -6% | -$18.2K | 0.08% | 202 |
|
|
2021
Q3 | $254K | Hold |
1,619
| – | – | 0.09% | 206 |
|
|
2021
Q2 | $243K | Sell |
1,619
-400
| -20% | -$60K | 0.09% | 197 |
|
|
2021
Q1 | $278K | Hold |
2,019
| – | – | 0.1% | 179 |
|
|
2020
Q4 | $257K | Sell |
2,019
-200
| -9% | -$25.5K | 0.1% | 176 |
|
|
2020
Q3 | $242K | Hold |
2,219
| – | – | 0.1% | 172 |
|
|
2020
Q2 | $217K | Buy |
+2,219
| New | +$217K | 0.1% | 181 |
|