MWM
Modera Wealth Management’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Sell |
92,019
-566
| -0.6% | -$104K | 0.21% | 92 |
|
|
2025
Q1 | $16.3M | Sell |
92,585
-1,009
| -1% | -$177K | 0.22% | 89 |
|
|
2024
Q4 | $17.6M | Sell |
93,594
-470
| -0.5% | -$88.2K | 0.21% | 88 |
|
|
2024
Q3 | $18M | Sell |
94,064
-97
| -0.1% | -$18.6K | 0.23% | 83 |
|
|
2024
Q2 | $17M | Sell |
94,161
-311
| -0.3% | -$56.1K | 0.25% | 81 |
|
|
2024
Q1 | $16.7M | Sell |
94,472
-302
| -0.3% | -$53.5K | 0.26% | 77 |
|
|
2023
Q4 | $14.6M | Sell |
94,774
-1,350
| -1% | -$208K | 0.24% | 78 |
|
|
2023
Q3 | $13.4M | Sell |
96,124
-2,674
| -3% | -$373K | 0.25% | 80 |
|
|
2023
Q2 | $14.6M | Buy |
+98,798
| New | +$14.6M | 0.26% | 78 |
|
|
2022
Q1 | – | Sell |
-1,123
| Closed | -$204K | – | 415 |
|
|
2021
Q4 | $204K | Buy |
+1,123
| New | +$204K | 0.01% | 564 |
|