Accredited Investors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $354K | Sell |
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|
2025
Q2 | $353K | Buy |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $287K | Buy |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | $244K | Sell |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Sell |
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|
2019
Q3 | $257K | Sell |
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|
2019
Q2 | $275K | Buy |
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|
2019
Q1 | $265K | Hold |
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|
2018
Q4 | $230K | Hold |
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|
2018
Q3 | $309K | Hold |
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|
2018
Q2 | $239K | Buy |
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|
2018
Q1 | $239K | Hold |
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|
2017
Q4 | $259K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $241K | Buy |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $285K | Buy |
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|
2016
Q3 | $252K | Buy |
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|
2016
Q2 | $232K | Sell |
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|
2016
Q1 | $216K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $578K | Buy |
|