Summit Trail Advisors’s DoorDash DASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
51,045
+4,210
| +9% | +$1.04M | 0.22% | 57 |
|
|
2025
Q1 | $8.56M | Buy |
46,835
+5,618
| +14% | +$1.03M | 0.28% | 37 |
|
|
2024
Q4 | $6.91M | Buy |
41,217
+2,487
| +6% | +$417K | 0.26% | 37 |
|
|
2024
Q3 | $5.53M | Buy |
38,730
+600
| +2% | +$85.6K | 0.14% | 75 |
|
|
2024
Q2 | $4.15M | Buy |
38,130
+1,205
| +3% | +$131K | 0.11% | 79 |
|
|
2024
Q1 | $5.09M | Buy |
36,925
+106
| +0.3% | +$14.6K | 0.14% | 62 |
|
|
2023
Q4 | $3.64M | Sell |
36,819
-259
| -0.7% | -$25.6K | 0.12% | 67 |
|
|
2023
Q3 | $2.95M | Buy |
37,078
+133
| +0.4% | +$10.6K | 0.11% | 73 |
|
|
2023
Q2 | $2.82M | Sell |
36,945
-390
| -1% | -$29.8K | 0.11% | 79 |
|
|
2023
Q1 | $2.37M | Sell |
37,335
-49,930
| -57% | -$3.17M | 0.1% | 78 |
|
|
2022
Q4 | $4.26M | Sell |
87,265
-208
| -0.2% | -$10.2K | 0.19% | 49 |
|
|
2022
Q3 | $4.33M | Sell |
87,473
-279
| -0.3% | -$13.8K | 0.23% | 46 |
|
|
2022
Q2 | $5.63M | Sell |
87,752
-18,412
| -17% | -$1.18M | 0.35% | 41 |
|
|
2022
Q1 | $12.4M | Buy |
106,164
+87
| +0.1% | +$10.2K | 1.01% | 22 |
|
|
2021
Q4 | $15.8M | Sell |
106,077
-5,596
| -5% | -$833K | 1.02% | 28 |
|
|
2021
Q3 | $23M | Buy |
111,673
+164
| +0.1% | +$33.8K | 1.73% | 15 |
|
|
2021
Q2 | $19.9M | Buy |
111,509
+76,829
| +222% | +$13.7M | 1.74% | 16 |
|
|
2021
Q1 | $4.55M | Buy |
+34,680
| New | +$4.55M | 0.49% | 35 |
|