AssetMark Inc’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 | $6.73K | Buy |
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|
2025
Q2 | $4.45K | Buy |
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|
2025
Q1 | $2.82K | Sell |
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|
2024
Q4 | $3.5K | Buy |
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|
2024
Q3 | $3.69K | Hold |
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|
2024
Q2 | $3.58K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $327 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $3K | Sell |
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|
2018
Q2 | $4K | Sell |
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|
2018
Q1 | $5K | Sell |
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|
2017
Q4 | $8K | Sell |
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|
2017
Q3 | $7K | Sell |
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|
2017
Q2 | $9K | Sell |
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|
2017
Q1 | $11K | Sell |
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|
2016
Q4 | $11K | Sell |
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|
2016
Q3 | $11K | Buy |
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|
2016
Q2 | $10K | Sell |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $10K | Buy |
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