Michael J. Puzo’s Dover DOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,100	Closed	-$206K	–	74
2024 Q4	$206K	Sell	1,100 -700	-39%	-$131K	0.06%	72
2024 Q3	$345K	Sell	1,800 -200	-10%	-$38.3K	0.09%	58
2024 Q2	$361K	Sell	2,000 -200	-9%	-$36.1K	0.1%	59
2024 Q1	$390K	Hold	2,200	–	–	0.11%	60
2023 Q4	$338K	Sell	2,200 -575	-21%	-$88.4K	0.11%	62
2023 Q3	$387K	Sell	2,775 -200	-7%	-$27.9K	0.13%	59
2023 Q2	$439K	Hold	2,975	–	–	0.14%	62
2023 Q1	$452K	Hold	2,975	–	–	0.15%	61
2022 Q4	$403K	Hold	2,975	–	–	0.15%	61
2022 Q3	$347K	Hold	2,975	–	–	0.13%	63
2022 Q2	$361K	Sell	2,975 -225	-7%	-$27.3K	0.13%	64
2022 Q1	$502K	Sell	3,200 -300	-9%	-$47.1K	0.15%	63
2021 Q4	$635K	Sell	3,500 -150	-4%	-$27.2K	0.18%	57
2021 Q3	$568K	Hold	3,650	–	–	0.18%	58
2021 Q2	$550K	Hold	3,650	–	–	0.17%	60
2021 Q1	$501K	Hold	3,650	–	–	0.16%	59
2020 Q4	$461K	Hold	3,650	–	–	0.15%	61
2020 Q3	$396K	Sell	3,650 -200	-5%	-$21.7K	0.14%	61
2020 Q2	$372K	Sell	3,850 -100	-3%	-$9.66K	0.14%	62
2020 Q1	$332K	Sell	3,950 -50	-1%	-$4.2K	0.15%	63
2019 Q4	$461K	Hold	4,000	–	–	0.17%	59
2019 Q3	$398K	Sell	4,000 -100	-2%	-$9.95K	0.15%	64
2019 Q2	$410K	Sell	4,100 -500	-11%	-$50K	0.15%	64
2019 Q1	$431K	Hold	4,600	–	–	0.17%	59
2018 Q4	$327K	Sell	4,600 -200	-4%	-$14.2K	0.15%	64
2018 Q3	$425K	Hold	4,800	–	–	0.16%	65
2018 Q2	$351K	Sell	4,800 -1,390	-22%	-$102K	0.15%	65
2018 Q1	$491K	Sell	6,190 -248	-4%	-$19.7K	0.21%	62
2017 Q4	$525K	Hold	6,438	–	–	0.22%	62
2017 Q3	$475K	Hold	6,438	–	–	0.25%	58
2017 Q2	$417K	Hold	6,438	–	–	0.23%	62
2017 Q1	$418K	Hold	6,438	–	–	0.23%	63
2016 Q4	$389K	Hold	6,438	–	–	0.23%	65
2016 Q3	$383K	Buy	+6,438	New	+$383K	0.22%	67