Atria Wealth Solutions’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $299K | Sell |
|
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|
2024
Q1 | $334K | Buy |
|
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $263K | Sell |
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|
2023
Q2 | $599K | Buy |
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|
2023
Q1 | $249K | Hold |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Buy |
|