Jeppson Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
3,184
+3
| +0.1% | +$550 | 0.2% | 108 |
|
|
2025
Q1 | $559K | Sell |
3,181
-32
| -1% | -$5.62K | 0.2% | 110 |
|
|
2024
Q4 | $603K | Buy |
3,213
+2
| +0.1% | +$375 | 0.22% | 102 |
|
|
2024
Q3 | $616K | Sell |
3,211
-25
| -0.8% | -$4.79K | 0.22% | 105 |
|
|
2024
Q2 | $584K | Sell |
3,236
-5
| -0.2% | -$902 | 0.22% | 101 |
|
|
2024
Q1 | $574K | Sell |
3,241
-10
| -0.3% | -$1.77K | 0.22% | 105 |
|
|
2023
Q4 | $500K | Sell |
3,251
-100
| -3% | -$15.4K | 0.21% | 107 |
|
|
2023
Q3 | $467K | Sell |
3,351
-32
| -0.9% | -$4.46K | 0.21% | 112 |
|
|
2023
Q2 | $500K | Sell |
3,383
-93
| -3% | -$13.7K | 0.22% | 110 |
|
|
2023
Q1 | $528K | Sell |
3,476
-17
| -0.5% | -$2.58K | 0.23% | 106 |
|
|
2022
Q4 | $473K | Buy |
3,493
+217
| +7% | +$29.4K | 0.2% | 111 |
|
|
2022
Q3 | $382K | Buy |
3,276
+1,451
| +80% | +$169K | 0.17% | 119 |
|
|
2022
Q2 | $221K | Buy |
+1,825
| New | +$221K | 0.1% | 166 |
|
|
2020
Q4 | – | Sell |
-522
| Closed | -$57K | – | 210 |
|
|
2020
Q3 | $57K | Buy |
+522
| New | +$57K | 0.04% | 211 |
|