WealthPlan Investment Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Buy |
39,468
+4,728
| +14% | +$866K | 0.53% | 65 |
|
|
2025
Q1 | $6.1M | Sell |
34,740
-899
| -3% | -$158K | 0.6% | 63 |
|
|
2024
Q4 | $6.69M | Sell |
35,639
-193
| -0.5% | -$36.2K | 0.66% | 56 |
|
|
2024
Q3 | $6.87M | Buy |
35,832
+1,514
| +4% | +$290K | 0.7% | 55 |
|
|
2024
Q2 | $6.19M | Buy |
+34,318
| New | +$6.19M | 0.94% | 45 |
|
|
2023
Q3 | – | Hold |
0
| – | -$56 | – | 208 |
|
|
2023
Q2 | – | Sell |
-110
| Closed | -$16.7K | – | 367 |
|
|
2023
Q1 | $16.7K | Buy |
+110
| New | +$16.7K | ﹤0.01% | 303 |
|