Venturi Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19
| Closed | -$3.56K | – | 900 |
|
|
2024
Q4 | $3.56K | Sell |
19
-54
| -74% | -$10.6K | ﹤0.01% | 1780 |
|
|
2024
Q3 | $14K | Hold |
73
| – | – | ﹤0.01% | 1112 |
|
|
2024
Q2 | $13.2K | Buy |
73
+59
| +421% | +$10.6K | ﹤0.01% | 1042 |
|
|
2024
Q1 | $2.48K | Hold |
14
| – | – | ﹤0.01% | 1224 |
|
|
2023
Q4 | $2.15K | Buy |
14
+2
| +17% | +$280 | ﹤0.01% | 1204 |
|
|
2023
Q3 | $1.68K | Buy |
12
+8
| +200% | +$1.16K | ﹤0.01% | 1208 |
|
|
2023
Q2 | $591 | Sell |
4
-2,502
| -100% | -$358K | ﹤0.01% | 1067 |
|
|
2023
Q1 | $381K | Hold |
2,506
| – | – | 0.03% | 250 |
|
|
2022
Q4 | $339K | Buy |
+2,506
| New | +$333K | 0.03% | 269 |
|
|
2019
Q4 | – | Sell |
-30,054
| Closed | -$2.99M | – | 234 |
|
|
2019
Q3 | $2.99M | Buy |
30,054
+260
| +0.9% | +$24.9K | 0.39% | 64 |
|
|
2019
Q2 | $2.98M | Sell |
29,794
-3,203
| -10% | -$307K | 0.4% | 64 |
|
|
2019
Q1 | $3.17M | Buy |
32,997
+435
| +1% | +$37.6K | 0.41% | 65 |
|
|
2018
Q4 | $2.27M | Buy |
32,562
+1,255
| +4% | +$102K | 0.37% | 67 |
|
|
2018
Q3 | $2.76M | Sell |
31,307
-295
| -0.9% | -$24.3K | 0.49% | 77 |
|
|
2018
Q2 | $2.6M | Sell |
31,602
-6,858
| -18% | -$525K | 0.49% | 78 |
|
|
2018
Q1 | $3.05M | Buy |
38,460
+867
| +2% | +$71K | 0.59% | 62 |
|
|
2017
Q4 | $3.07M | Buy |
37,593
+1,643
| +5% | +$127K | 0.59% | 61 |
|
|
2017
Q3 | $2.69M | Buy |
35,950
+569
| +2% | +$39.5K | 0.57% | 64 |
|
|
2017
Q2 | $2.29M | Sell |
35,381
-56
| -0.2% | -$3.65K | 0.52% | 68 |
|
|
2017
Q1 | $2.29M | Buy |
35,437
+4,116
| +13% | +$262K | 0.53% | 65 |
|
|
2016
Q4 | $1.9M | Buy |
+31,321
| New | +$1.81M | 0.53% | 60 |
|
Other funds holding DOV
N
