Advisors Asset Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $153K | Buy |
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|
2024
Q2 | $49.9K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $401K | Sell |
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|
2016
Q4 | $636K | Sell |
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|
2016
Q3 | $602K | Sell |
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|
2016
Q2 | $595K | Sell |
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|
2016
Q1 | $583K | Sell |
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|
2015
Q4 | $545K | Buy |
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|
2015
Q3 | $399K | Buy |
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|
2015
Q2 | $304K | Buy |
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|
2015
Q1 | $143K | Hold |
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|
2014
Q4 | $147K | Hold |
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|
2014
Q3 | $154K | Sell |
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|
2014
Q2 | $174K | Sell |
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|
2014
Q1 | $178K | Hold |
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|
2013
Q4 | $183K | Sell |
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|
2013
Q3 | $203K | Sell |
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|
2013
Q2 | $209K | Buy |
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