United Capital Financial 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 | $1.69M | Buy |
6,866
+1,252
| +22% | +$309K | 0.01% | 473 |
|
|
2025
Q1 | $1.03M | Buy |
5,614
+429
| +8% | +$78.4K | 0.01% | 557 |
|
|
2024
Q4 | $870K | Buy |
5,185
+344
| +7% | +$57.7K | 0.01% | 582 |
|
|
2024
Q3 | $691K | Buy |
4,841
+620
| +15% | +$88.5K | 0.01% | 641 |
|
|
2024
Q2 | $459K | Sell |
4,221
-722
| -15% | -$78.5K | ﹤0.01% | 721 |
|
|
2024
Q1 | $681K | Buy |
4,943
+625
| +14% | +$86.1K | 0.01% | 652 |
|
|
2023
Q4 | $427K | Buy |
+4,318
| New | +$427K | ﹤0.01% | 767 |
|
|
2023
Q1 | – | Sell |
-34,928
| Closed | -$1.71M | – | 981 |
|
|
2022
Q4 | $1.71M | Sell |
34,928
-975
| -3% | -$47.6K | 0.01% | 507 |
|
|
2022
Q3 | $1.78M | Sell |
35,903
-43
| -0.1% | -$2.13K | 0.01% | 496 |
|
|
2022
Q2 | $2.31M | Buy |
35,946
+12,850
| +56% | +$825K | 0.01% | 467 |
|
|
2022
Q1 | $2.71M | Buy |
23,096
+16
| +0.1% | +$1.88K | 0.01% | 466 |
|
|
2021
Q4 | $3.44M | Buy |
23,080
+9
| +0% | +$1.34K | 0.02% | 440 |
|
|
2021
Q3 | $4.75M | Buy |
+23,071
| New | +$4.75M | 0.02% | 383 |
|
|
2021
Q2 | – | Sell |
-5,699
| Closed | -$747K | – | 1220 |
|
|
2021
Q1 | $747K | Buy |
+5,699
| New | +$747K | ﹤0.01% | 743 |
|