Obermeyer Wealth Partners’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
1,668
| – | – | 0.02% | 217 |
|
|
2025
Q1 | $293K | Buy |
1,668
+500
| +43% | +$87.8K | 0.02% | 208 |
|
|
2024
Q4 | $219K | Sell |
1,168
-4,705
| -80% | -$883K | 0.01% | 240 |
|
|
2024
Q3 | $1.13M | Hold |
5,873
| – | – | 0.06% | 100 |
|
|
2024
Q2 | $1.06M | Hold |
5,873
| – | – | 0.06% | 98 |
|
|
2024
Q1 | $1.04M | Hold |
5,873
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $903K | Hold |
5,873
| – | – | 0.06% | 79 |
|
|
2023
Q3 | $819K | Buy |
5,873
+500
| +9% | +$69.8K | 0.06% | 76 |
|
|
2023
Q2 | $793K | Hold |
5,373
| – | – | 0.06% | 85 |
|
|
2023
Q1 | $816K | Hold |
5,373
| – | – | 0.06% | 78 |
|
|
2022
Q4 | $728K | Buy |
5,373
+50
| +0.9% | +$6.77K | 0.06% | 88 |
|
|
2022
Q3 | $621K | Hold |
5,323
| – | – | 0.05% | 91 |
|
|
2022
Q2 | $646K | Hold |
5,323
| – | – | 0.05% | 91 |
|
|
2022
Q1 | $835K | Hold |
5,323
| – | – | 0.05% | 87 |
|
|
2021
Q4 | $967K | Sell |
5,323
-300
| -5% | -$54.5K | 0.05% | 76 |
|
|
2021
Q3 | $874K | Buy |
5,623
+26
| +0.5% | +$4.04K | 0.05% | 80 |
|
|
2021
Q2 | $843K | Hold |
5,597
| – | – | 0.05% | 92 |
|
|
2021
Q1 | $768K | Hold |
5,597
| – | – | 0.05% | 96 |
|
|
2020
Q4 | $707K | Hold |
5,597
| – | – | 0.05% | 72 |
|
|
2020
Q3 | $606K | Buy |
5,597
+92
| +2% | +$9.96K | 0.05% | 75 |
|
|
2020
Q2 | $532K | Hold |
5,505
| – | – | 0.05% | 76 |
|
|
2020
Q1 | $462K | Sell |
5,505
-5,505
| -50% | -$462K | 0.05% | 73 |
|
|
2019
Q4 | $1.27M | Buy |
11,010
+5,505
| +100% | +$635K | 0.11% | 52 |
|
|
2019
Q3 | $548K | Sell |
5,505
-1,150
| -17% | -$114K | 0.05% | 74 |
|
|
2019
Q2 | $667K | Hold |
6,655
| – | – | 0.06% | 66 |
|
|
2019
Q1 | $624K | Hold |
6,655
| – | – | 0.06% | 65 |
|
|
2018
Q4 | $472K | Hold |
6,655
| – | – | 0.05% | 76 |
|
|
2018
Q3 | $589K | Hold |
6,655
| – | – | 0.05% | 69 |
|
|
2018
Q2 | $487K | Sell |
6,655
-1,635
| -20% | -$120K | 0.04% | 72 |
|
|
2018
Q1 | $658K | Hold |
8,290
| – | – | 0.06% | 65 |
|
|
2017
Q4 | $676K | Hold |
8,290
| – | – | 0.06% | 72 |
|
|
2017
Q3 | $612K | Buy |
8,290
+1,475
| +22% | +$109K | 0.05% | 73 |
|
|
2017
Q2 | $442K | Hold |
6,815
| – | – | 0.04% | 85 |
|
|
2017
Q1 | $442K | Sell |
6,815
-20
| -0.3% | -$1.3K | 0.04% | 89 |
|
|
2016
Q4 | $414K | Hold |
6,835
| – | – | 0.04% | 91 |
|
|
2016
Q3 | $407K | Hold |
6,835
| – | – | 0.04% | 85 |
|
|
2016
Q2 | $383K | Hold |
6,835
| – | – | 0.04% | 85 |
|
|
2016
Q1 | $355K | Hold |
6,835
| – | – | 0.03% | 90 |
|
|
2015
Q4 | $338K | Hold |
6,835
| – | – | 0.03% | 91 |
|
|
2015
Q3 | $316K | Hold |
6,835
| – | – | 0.03% | 92 |
|
|
2015
Q2 | $387K | Hold |
6,835
| – | – | 0.03% | 92 |
|
|
2015
Q1 | $382K | Hold |
6,835
| – | – | 0.03% | 102 |
|
|
2014
Q4 | $396K | Buy |
+6,835
| New | +$396K | 0.04% | 105 |
|