Atria Investments’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 | $1.61M | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $621K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $896K | Buy |
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|
2019
Q2 | $802K | Buy |
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|
2019
Q1 | $655K | Buy |
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|
2018
Q4 | $411K | Buy |
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|
2018
Q3 | $474K | Buy |
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|
2018
Q2 | $232K | Buy |
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|
2018
Q1 | $200K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $220K | Buy |
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