Avidian Wealth Enterprises’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 | $201K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $209K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $207K | Buy |
|