SAG
SageView Advisory Group’s DoorDash DASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
1,486
+51
| +4% | +$12.6K | 0.01% | 438 |
|
|
2025
Q1 | $262K | Buy |
1,435
+69
| +5% | +$12.6K | 0.01% | 505 |
|
|
2024
Q4 | $229K | Buy |
+1,366
| New | +$229K | 0.01% | 533 |
|
|
2024
Q2 | – | Sell |
-3,430
| Closed | -$472K | – | 577 |
|
|
2024
Q1 | $472K | Buy |
3,430
+871
| +34% | +$120K | 0.02% | 336 |
|
|
2023
Q4 | $270K | Buy |
+2,559
| New | +$270K | 0.01% | 544 |
|