JFS Wealth Advisors’s Dorman Products DORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45K | Sell |
20
-3
| -13% | -$368 | ﹤0.01% | 1342 |
|
|
2025
Q1 | $2.77K | Hold |
23
| – | – | ﹤0.01% | 1345 |
|
|
2024
Q4 | $2.98K | Buy |
23
+3
| +15% | +$389 | ﹤0.01% | 1319 |
|
|
2024
Q3 | $2.26K | Buy |
20
+1
| +5% | +$113 | ﹤0.01% | 1428 |
|
|
2024
Q2 | $1.74K | Hold |
19
| – | – | ﹤0.01% | 1492 |
|
|
2024
Q1 | $1.83K | Buy |
19
+12
| +171% | +$1.16K | ﹤0.01% | 1481 |
|
|
2023
Q4 | $584 | Sell |
7
-7
| -50% | -$584 | ﹤0.01% | 1772 |
|
|
2023
Q3 | $1.06K | Sell |
14
-7
| -33% | -$530 | ﹤0.01% | 1581 |
|
|
2023
Q2 | $1.66K | Sell |
21
-12
| -36% | -$946 | ﹤0.01% | 1456 |
|
|
2023
Q1 | $2.85K | Buy |
33
+9
| +38% | +$776 | ﹤0.01% | 1223 |
|
|
2022
Q4 | $1.94K | Hold |
24
| – | – | ﹤0.01% | 1384 |
|
|
2022
Q3 | $2K | Sell |
24
-11
| -31% | -$917 | ﹤0.01% | 1305 |
|
|
2022
Q2 | $4K | Sell |
35
-5
| -13% | -$571 | ﹤0.01% | 1062 |
|
|
2022
Q1 | $4K | Buy |
40
+33
| +471% | +$3.3K | ﹤0.01% | 1126 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1326 |
|
|
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 | +$75K | 0.02% | 205 |
|