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Plan A Wealth LLC DOLE Position History
Dole plc
Quarters held
6
Latest value
$534K
Q3 2026
Peak value
$544K
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $180K |
| Q3 2025 | $242K |
| Q4 2025 | $339K |
| Q1 2026 | $441K |
| Q2 2026 | $544K |
| Q3 2026 | $534K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $534K | 42.0K | — | — |
| Q2 2026 | $544K | 39.6K | — | — |
| Q1 2026 | $441K | 30.9K | — | — |
| Q4 2025 | $339K | 22.6K | — | — |
| Q3 2025 | $242K | 18.0K | — | — |
| Q2 2025 | $180K | 12.9K | — | — |