AMG National Trust Bank’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 | $1.78M | Buy |
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|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $976K | Sell |
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|
2022
Q1 | $1.07M | Buy |
|