Michael J. Puzo’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,100
| Closed | -$206K | – | 74 |
|
|
2024
Q4 | $206K | Sell |
1,100
-700
| -39% | -$137K | 0.06% | 72 |
|
|
2024
Q3 | $345K | Sell |
1,800
-200
| -10% | -$36.4K | 0.09% | 58 |
|
|
2024
Q2 | $361K | Sell |
2,000
-200
| -9% | -$35.8K | 0.1% | 59 |
|
|
2024
Q1 | $390K | Hold |
2,200
| – | – | 0.11% | 60 |
|
|
2023
Q4 | $338K | Sell |
2,200
-575
| -21% | -$80.6K | 0.11% | 62 |
|
|
2023
Q3 | $387K | Sell |
2,775
-200
| -7% | -$28.9K | 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% | -$30.4K | 0.13% | 64 |
|
|
2022
Q1 | $502K | Sell |
3,200
-300
| -9% | -$49.2K | 0.15% | 63 |
|
|
2021
Q4 | $635K | Sell |
3,500
-150
| -4% | -$25.5K | 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% | -$21.4K | 0.14% | 61 |
|
|
2020
Q2 | $372K | Sell |
3,850
-100
| -3% | -$9.23K | 0.14% | 62 |
|
|
2020
Q1 | $332K | Sell |
3,950
-50
| -1% | -$5.3K | 0.15% | 63 |
|
|
2019
Q4 | $461K | Hold |
4,000
| – | – | 0.17% | 59 |
|
|
2019
Q3 | $398K | Sell |
4,000
-100
| -2% | -$9.59K | 0.15% | 64 |
|
|
2019
Q2 | $410K | Sell |
4,100
-500
| -11% | -$48K | 0.15% | 64 |
|
|
2019
Q1 | $431K | Hold |
4,600
| – | – | 0.17% | 59 |
|
|
2018
Q4 | $327K | Sell |
4,600
-200
| -4% | -$16.3K | 0.15% | 64 |
|
|
2018
Q3 | $425K | Hold |
4,800
| – | – | 0.16% | 65 |
|
|
2018
Q2 | $351K | Sell |
4,800
-1,390
| -22% | -$106K | 0.15% | 65 |
|
|
2018
Q1 | $491K | Sell |
6,190
-248
| -4% | -$20.3K | 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 | +$373K | 0.22% | 67 |
|
Other funds holding DOV
N
