Pettee Investors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
5,598
-10,808
| -66% | -$1.98M | 0.61% | 53 |
|
|
2025
Q1 | $2.88M | Sell |
16,406
-150
| -0.9% | -$26.4K | 1.72% | 15 |
|
|
2024
Q4 | $3.11M | Hold |
16,556
| – | – | 1.58% | 15 |
|
|
2024
Q3 | $3.17M | Hold |
16,556
| – | – | 1.55% | 17 |
|
|
2024
Q2 | $2.99M | Sell |
16,556
-500
| -3% | -$90.2K | 1.44% | 22 |
|
|
2024
Q1 | $3.02M | Hold |
17,056
| – | – | 1.28% | 31 |
|
|
2023
Q4 | $2.62M | Hold |
17,056
| – | – | 1.16% | 31 |
|
|
2023
Q3 | $2.38M | Sell |
17,056
-165
| -1% | -$23K | 1.13% | 26 |
|
|
2023
Q2 | $2.54M | Hold |
17,221
| – | – | 1.15% | 28 |
|
|
2023
Q1 | $2.62M | Sell |
17,221
-104
| -0.6% | -$15.8K | 1.25% | 22 |
|
|
2022
Q4 | $2.35M | Buy |
17,325
+15
| +0.1% | +$2.03K | 1.15% | 25 |
|
|
2022
Q3 | $2.02M | Hold |
17,310
| – | – | 1.08% | 27 |
|
|
2022
Q2 | $2.1M | Buy |
17,310
+3,134
| +22% | +$380K | 1.04% | 27 |
|
|
2022
Q1 | $2.22M | Buy |
14,176
+1,373
| +11% | +$215K | 0.98% | 29 |
|
|
2021
Q4 | $2.33M | Buy |
12,803
+1,630
| +15% | +$296K | 0.97% | 32 |
|
|
2021
Q3 | $1.74M | Hold |
11,173
| – | – | 0.81% | 42 |
|
|
2021
Q2 | $1.68M | Buy |
11,173
+2,355
| +27% | +$355K | 0.79% | 41 |
|
|
2021
Q1 | $1.21M | Buy |
8,818
+1,500
| +20% | +$206K | 0.58% | 57 |
|
|
2020
Q4 | $924K | Hold |
7,318
| – | – | 0.49% | 64 |
|
|
2020
Q3 | $793K | Hold |
7,318
| – | – | 0.46% | 62 |
|
|
2020
Q2 | $707K | Sell |
7,318
-558
| -7% | -$53.9K | 0.44% | 60 |
|
|
2020
Q1 | $661K | Hold |
7,876
| – | – | 0.48% | 59 |
|
|
2019
Q4 | $908K | Hold |
7,876
| – | – | 0.52% | 60 |
|
|
2019
Q3 | $784K | Hold |
7,876
| – | – | 0.49% | 63 |
|
|
2019
Q2 | $789K | Hold |
7,876
| – | – | 0.5% | 62 |
|
|
2019
Q1 | $739K | Hold |
7,876
| – | – | 0.47% | 64 |
|
|
2018
Q4 | $559K | Hold |
7,876
| – | – | 0.4% | 76 |
|
|
2018
Q3 | $697K | Hold |
7,876
| – | – | 0.41% | 76 |
|
|
2018
Q2 | $577K | Sell |
7,876
-1,874
| -19% | -$137K | 0.36% | 81 |
|
|
2018
Q1 | $774K | Buy |
9,750
+533
| +6% | +$42.3K | 0.48% | 67 |
|
|
2017
Q4 | $752K | Buy |
9,217
+157
| +2% | +$12.8K | 0.46% | 66 |
|
|
2017
Q3 | $669K | Buy |
+9,060
| New | +$669K | 0.43% | 66 |
|