Avantax Advisory Services’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 | $762K | Sell |
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|
2025
Q1 | $744K | Buy |
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|
2024
Q4 | $743K | Sell |
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|
2024
Q3 | $827K | Buy |
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|
2024
Q2 | $799K | Buy |
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $252K | Buy |
|