West Branch Capital’s Douglas Dynamics PLOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.5K | Hold |
1,715
| – | – | 0.01% | 143 |
|
|
2025
Q1 | $39.8K | Hold |
1,715
| – | – | 0.01% | 165 |
|
|
2024
Q4 | $40.5K | Hold |
1,715
| – | – | 0.01% | 165 |
|
|
2024
Q3 | $47.3K | Hold |
1,715
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $40.1K | Hold |
1,715
| – | – | 0.01% | 173 |
|
|
2024
Q1 | $41.4K | Sell |
1,715
-1,151
| -40% | -$27.8K | 0.02% | 171 |
|
|
2023
Q4 | $85.1K | Sell |
2,866
-248
| -8% | -$7.36K | 0.04% | 129 |
|
|
2023
Q3 | $94K | Hold |
3,114
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $93K | Hold |
3,114
| – | – | 0.05% | 117 |
|
|
2023
Q1 | $99.3K | Hold |
3,114
| – | – | 0.06% | 116 |
|
|
2022
Q4 | $113K | Hold |
3,114
| – | – | 0.07% | 112 |
|
|
2022
Q3 | $87K | Hold |
3,114
| – | – | 0.05% | 129 |
|
|
2022
Q2 | $89K | Sell |
3,114
-540
| -15% | -$15.4K | 0.05% | 127 |
|
|
2022
Q1 | $126K | Sell |
3,654
-200
| -5% | -$6.9K | 0.06% | 112 |
|
|
2021
Q4 | $151K | Hold |
3,854
| – | – | 0.06% | 109 |
|
|
2021
Q3 | $140K | Sell |
3,854
-80
| -2% | -$2.91K | 0.07% | 108 |
|
|
2021
Q2 | $160K | Buy |
+3,934
| New | +$160K | 0.08% | 106 |
|
|
2021
Q1 | – | Sell |
-5,188
| Closed | -$222K | – | 93 |
|
|
2020
Q4 | $222K | Buy |
+5,188
| New | +$222K | 0.13% | 82 |
|
|
2020
Q1 | – | Sell |
-6,040
| Closed | -$332K | – | 90 |
|
|
2019
Q4 | $332K | Hold |
6,040
| – | – | 0.23% | 74 |
|
|
2019
Q3 | $269K | Sell |
6,040
-238
| -4% | -$10.6K | 0.2% | 73 |
|
|
2019
Q2 | $250K | Sell |
6,278
-1,409
| -18% | -$56.1K | 0.21% | 81 |
|
|
2019
Q1 | $293K | Hold |
7,687
| – | – | 0.26% | 64 |
|
|
2018
Q4 | $276K | Sell |
7,687
-609
| -7% | -$21.9K | 0.29% | 60 |
|
|
2018
Q3 | $364K | Hold |
8,296
| – | – | 0.27% | 68 |
|
|
2018
Q2 | $398K | Hold |
8,296
| – | – | 0.31% | 65 |
|
|
2018
Q1 | $360K | Buy |
+8,296
| New | +$360K | 0.4% | 46 |
|