SSWM
Sheets Smith Wealth Management’s Dorman Products DORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Hold |
14,953
| – | – | 0.21% | 100 |
|
|
2025
Q1 | $1.8M | Hold |
14,953
| – | – | 0.22% | 102 |
|
|
2024
Q4 | $1.94M | Buy |
14,953
+3,150
| +27% | +$408K | 0.24% | 99 |
|
|
2024
Q3 | $1.34M | Buy |
+11,803
| New | +$1.34M | 0.16% | 127 |
|
|
2024
Q1 | – | Sell |
-16,499
| Closed | -$49.5K | – | 383 |
|
|
2023
Q4 | $49.5K | Buy |
+16,499
| New | +$49.5K | 0.01% | 343 |
|
|
2023
Q3 | – | Sell |
-5,644
| Closed | -$445K | – | 488 |
|
|
2023
Q2 | $445K | Hold |
5,644
| – | – | 0.07% | 219 |
|
|
2023
Q1 | $487K | Hold |
5,644
| – | – | 0.07% | 201 |
|
|
2022
Q4 | $456K | Buy |
5,644
+576
| +11% | +$46.6K | 0.07% | 204 |
|
|
2022
Q3 | $416K | Buy |
5,068
+140
| +3% | +$11.5K | 0.07% | 201 |
|
|
2022
Q2 | $541K | Hold |
4,928
| – | – | 0.09% | 173 |
|
|
2022
Q1 | $468K | Hold |
4,928
| – | – | 0.06% | 223 |
|
|
2021
Q4 | $557K | Buy |
4,928
+14
| +0.3% | +$1.58K | 0.07% | 217 |
|
|
2021
Q3 | $465K | Hold |
4,914
| – | – | 0.06% | 226 |
|
|
2021
Q2 | $509K | Hold |
4,914
| – | – | 0.07% | 219 |
|
|
2021
Q1 | $504K | Sell |
4,914
-20
| -0.4% | -$2.05K | 0.07% | 205 |
|
|
2020
Q4 | $428K | Buy |
4,934
+100
| +2% | +$8.68K | 0.06% | 222 |
|
|
2020
Q3 | $437K | Hold |
4,834
| – | – | 0.08% | 202 |
|
|
2020
Q2 | $324K | Hold |
4,834
| – | – | 0.06% | 198 |
|
|
2020
Q1 | $267K | Buy |
4,834
+346
| +8% | +$19.1K | 0.06% | 218 |
|
|
2019
Q4 | $340K | Sell |
4,488
-165
| -4% | -$12.5K | 0.07% | 250 |
|
|
2019
Q3 | $370K | Buy |
4,653
+1,264
| +37% | +$101K | 0.08% | 229 |
|
|
2019
Q2 | $295K | Hold |
3,389
| – | – | 0.06% | 268 |
|
|
2019
Q1 | $299K | Sell |
3,389
-743
| -18% | -$65.6K | 0.06% | 273 |
|
|
2018
Q4 | $372K | Sell |
4,132
-98
| -2% | -$8.82K | 0.1% | 194 |
|
|
2018
Q3 | $325K | Buy |
4,230
+42
| +1% | +$3.23K | 0.07% | 279 |
|
|
2018
Q2 | $286K | Buy |
4,188
+453
| +12% | +$30.9K | 0.07% | 269 |
|
|
2018
Q1 | $247K | Buy |
3,735
+25
| +0.7% | +$1.65K | 0.06% | 279 |
|
|
2017
Q4 | $227K | Hold |
3,710
| – | – | 0.05% | 298 |
|
|
2017
Q3 | $266K | Buy |
3,710
+20
| +0.5% | +$1.43K | 0.07% | 272 |
|
|
2017
Q2 | $305K | Buy |
3,690
+15
| +0.4% | +$1.24K | 0.08% | 228 |
|
|
2017
Q1 | $302K | Hold |
3,675
| – | – | 0.08% | 230 |
|
|
2016
Q4 | $268K | Sell |
3,675
-460
| -11% | -$33.5K | 0.08% | 242 |
|
|
2016
Q3 | $264K | Hold |
4,135
| – | – | 0.07% | 228 |
|
|
2016
Q2 | $237K | Sell |
4,135
-1,247
| -23% | -$71.5K | 0.07% | 223 |
|
|
2016
Q1 | $293K | Hold |
5,382
| – | – | 0.09% | 189 |
|
|
2015
Q4 | $255K | Buy |
5,382
+247
| +5% | +$11.7K | 0.08% | 196 |
|
|
2015
Q3 | $261K | Buy |
5,135
+460
| +10% | +$23.4K | 0.09% | 173 |
|
|
2015
Q2 | $223K | Buy |
4,675
+135
| +3% | +$6.44K | 0.06% | 217 |
|
|
2015
Q1 | $226K | Sell |
4,540
-148
| -3% | -$7.37K | 0.06% | 214 |
|
|
2014
Q4 | $226K | Buy |
+4,688
| New | +$226K | 0.06% | 219 |
|
|
2014
Q3 | – | Sell |
-4,430
| Closed | -$218K | – | 259 |
|
|
2014
Q2 | $218K | Sell |
4,430
-13,190
| -75% | -$649K | 0.06% | 236 |
|
|
2014
Q1 | $1.04M | Sell |
17,620
-5,719
| -25% | -$338K | 0.29% | 97 |
|
|
2013
Q4 | $1.31M | Buy |
23,339
+7,416
| +47% | +$416K | 0.36% | 70 |
|
|
2013
Q3 | $725K | Sell |
15,923
-4,830
| -23% | -$220K | 0.24% | 117 |
|
|
2013
Q2 | $947K | Buy |
+20,753
| New | +$947K | 0.32% | 82 |
|