JFS Wealth Advisors’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.09K | Buy |
30
+5
| +20% | +$592 | ﹤0.01% | 1354 |
|
|
2026
Q1 | $2.61K | Sell |
25
-4
| -14% | -$476 | ﹤0.01% | 1429 |
|
|
2025
Q4 | $3.57K | Buy |
29
+9
| +45% | +$1.22K | ﹤0.01% | 1369 |
|
|
2025
Q3 | $3.12K | Hold |
20
| – | – | ﹤0.01% | 1305 |
|
|
2025
Q2 | $2.45K | Sell |
20
-3
| -13% | -$365 | ﹤0.01% | 1342 |
|
|
2025
Q1 | $2.77K | Hold |
23
| – | – | ﹤0.01% | 1345 |
|
|
2024
Q4 | $2.98K | Buy |
23
+3
| +15% | +$384 | ﹤0.01% | 1319 |
|
|
2024
Q3 | $2.26K | Buy |
20
+1
| +5% | +$105 | ﹤0.01% | 1428 |
|
|
2024
Q2 | $1.74K | Hold |
19
| – | – | ﹤0.01% | 1492 |
|
|
2024
Q1 | $1.83K | Buy |
19
+12
| +171% | +$1.03K | ﹤0.01% | 1481 |
|
|
2023
Q4 | $584 | Sell |
7
-7
| -50% | -$523 | ﹤0.01% | 1772 |
|
|
2023
Q3 | $1.06K | Sell |
14
-7
| -33% | -$569 | ﹤0.01% | 1581 |
|
|
2023
Q2 | $1.66K | Sell |
21
-12
| -36% | -$1.01K | ﹤0.01% | 1456 |
|
|
2023
Q1 | $2.85K | Buy |
33
+9
| +38% | +$801 | ﹤0.01% | 1223 |
|
|
2022
Q4 | $1.94K | Hold |
24
| – | – | ﹤0.01% | 1384 |
|
|
2022
Q3 | $2K | Sell |
24
-11
| -31% | -$1.08K | ﹤0.01% | 1305 |
|
|
2022
Q2 | $4K | Sell |
35
-5
| -13% | -$495 | ﹤0.01% | 1062 |
|
|
2022
Q1 | $4K | Buy |
40
+33
| +471% | +$3.2K | ﹤0.01% | 1126 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$760 | ﹤0.01% | 1327 |
|
|
2016
Q4 | – | Sell |
-1,575
| Closed | -$101K | – | 455 |
|
|
2016
Q3 | $101K | Hold |
1,575
| – | – | 0.03% | 176 |
|
|
2016
Q2 | $90K | Hold |
1,575
| – | – | 0.02% | 210 |
|
|
2016
Q1 | $86K | Hold |
1,575
| – | – | 0.03% | 187 |
|
|
2015
Q4 | $75K | Buy |
+1,575
| New | +$76.8K | 0.02% | 205 |
|
Other funds holding DORM
RP
WCM
SSWM
TPI
RWP
GI
CA
VCM