ACM
Azimuth Capital Management’s Donaldson DCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $223K | Hold |
4,300
| – | – | 0.01% | 300 |
|
2021
Q4 | $255K | Hold |
4,300
| – | – | 0.01% | 298 |
|
2021
Q3 | $247K | Hold |
4,300
| – | – | 0.01% | 297 |
|
2021
Q2 | $273K | Hold |
4,300
| – | – | 0.01% | 293 |
|
2021
Q1 | $250K | Hold |
4,300
| – | – | 0.01% | 292 |
|
2020
Q4 | $240K | Buy |
+4,300
| New | +$240K | 0.01% | 283 |
|
2020
Q3 | – | Sell |
-4,300
| Closed | -$200K | – | 272 |
|
2020
Q2 | $200K | Buy |
+4,300
| New | +$200K | 0.01% | 267 |
|
2020
Q1 | – | Sell |
-4,300
| Closed | -$248K | – | 261 |
|
2019
Q4 | $248K | Hold |
4,300
| – | – | 0.02% | 267 |
|
2019
Q3 | $224K | Hold |
4,300
| – | – | 0.01% | 265 |
|
2019
Q2 | $219K | Hold |
4,300
| – | – | 0.01% | 271 |
|
2019
Q1 | $215K | Buy |
+4,300
| New | +$215K | 0.01% | 273 |
|
2018
Q4 | – | Sell |
-4,300
| Closed | -$251K | – | 281 |
|
2018
Q3 | $251K | Buy |
+4,300
| New | +$251K | 0.02% | 272 |
|
2018
Q1 | – | Sell |
-4,300
| Closed | -$210K | – | 284 |
|
2017
Q4 | $210K | Buy |
+4,300
| New | +$210K | 0.02% | 283 |
|