KCM Investment 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 | $288K | Sell |
1,570
-717
| -31% | -$131K | 0.01% | 323 |
|
|
2025
Q1 | $402K | Hold |
2,287
| – | – | 0.01% | 273 |
|
|
2024
Q4 | $429K | Hold |
2,287
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $439K | Hold |
2,287
| – | – | 0.01% | 278 |
|
|
2024
Q2 | $413K | Hold |
2,287
| – | – | 0.01% | 280 |
|
|
2024
Q1 | $405K | Hold |
2,287
| – | – | 0.02% | 278 |
|
|
2023
Q4 | $352K | Sell |
2,287
-1,711
| -43% | -$263K | 0.01% | 293 |
|
|
2023
Q3 | $558K | Sell |
3,998
-340
| -8% | -$47.4K | 0.02% | 238 |
|
|
2023
Q2 | $641K | Hold |
4,338
| – | – | 0.03% | 234 |
|
|
2023
Q1 | $659K | Sell |
4,338
-100
| -2% | -$15.2K | 0.03% | 241 |
|
|
2022
Q4 | $601K | Hold |
4,438
| – | – | 0.03% | 246 |
|
|
2022
Q3 | $517K | Sell |
4,438
-35
| -0.8% | -$4.08K | 0.02% | 247 |
|
|
2022
Q2 | $543K | Sell |
4,473
-62
| -1% | -$7.53K | 0.02% | 254 |
|
|
2022
Q1 | $712K | Buy |
4,535
+31
| +0.7% | +$4.87K | 0.03% | 239 |
|
|
2021
Q4 | $818K | Sell |
4,504
-125
| -3% | -$22.7K | 0.03% | 231 |
|
|
2021
Q3 | $720K | Sell |
4,629
-2,365
| -34% | -$368K | 0.03% | 227 |
|
|
2021
Q2 | $1.05M | Buy |
6,994
+35
| +0.5% | +$5.27K | 0.04% | 203 |
|
|
2021
Q1 | $954K | Hold |
6,959
| – | – | 0.04% | 206 |
|
|
2020
Q4 | $879K | Buy |
6,959
+1,561
| +29% | +$197K | 0.04% | 196 |
|
|
2020
Q3 | $585K | Sell |
5,398
-27
| -0.5% | -$2.93K | 0.03% | 208 |
|
|
2020
Q2 | $524K | Sell |
5,425
-3,324
| -38% | -$321K | 0.03% | 216 |
|
|
2020
Q1 | $734K | Sell |
8,749
-784
| -8% | -$65.8K | 0.05% | 182 |
|
|
2019
Q4 | $1.1M | Buy |
9,533
+33
| +0.3% | +$3.8K | 0.06% | 172 |
|
|
2019
Q3 | $946K | Sell |
9,500
-42
| -0.4% | -$4.18K | 0.05% | 180 |
|
|
2019
Q2 | $956K | Buy |
9,542
+1,076
| +13% | +$108K | 0.06% | 172 |
|
|
2019
Q1 | $794K | Buy |
8,466
+807
| +11% | +$75.7K | 0.05% | 187 |
|
|
2018
Q4 | $543K | Sell |
7,659
-366
| -5% | -$25.9K | 0.04% | 310 |
|
|
2018
Q3 | $710K | Sell |
8,025
-319
| -4% | -$28.2K | 0.04% | 292 |
|
|
2018
Q2 | $611K | Sell |
8,344
-3,233
| -28% | -$237K | 0.04% | 314 |
|
|
2018
Q1 | $918K | Buy |
11,577
+315
| +3% | +$25K | 0.06% | 268 |
|
|
2017
Q4 | $919K | Buy |
11,262
+1,129
| +11% | +$92.1K | 0.05% | 270 |
|
|
2017
Q3 | $748K | Buy |
10,133
+411
| +4% | +$30.3K | 0.05% | 297 |
|
|
2017
Q2 | $630K | Buy |
9,722
+968
| +11% | +$62.7K | 0.04% | 322 |
|
|
2017
Q1 | $568K | Buy |
8,754
+666
| +8% | +$43.2K | 0.04% | 342 |
|
|
2016
Q4 | $490K | Buy |
8,088
+763
| +10% | +$46.2K | 0.03% | 361 |
|
|
2016
Q3 | $436K | Buy |
7,325
+25
| +0.3% | +$1.49K | 0.03% | 386 |
|
|
2016
Q2 | $409K | Buy |
7,300
+423
| +6% | +$23.7K | 0.03% | 385 |
|
|
2016
Q1 | $357K | Buy |
6,877
+996
| +17% | +$51.7K | 0.03% | 392 |
|
|
2015
Q4 | $291K | Buy |
+5,881
| New | +$291K | 0.02% | 418 |
|