Baird Financial Group’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
35,474
+13
| +0% | +$902 | ﹤0.01% | 941 |
|
|
2025
Q1 | $2.38M | Buy |
35,461
+60
| +0.2% | +$4.02K | ﹤0.01% | 916 |
|
|
2024
Q4 | $2.38M | Buy |
35,401
+318
| +0.9% | +$21.4K | ﹤0.01% | 914 |
|
|
2024
Q3 | $2.59M | Sell |
35,083
-972
| -3% | -$71.6K | 0.01% | 885 |
|
|
2024
Q2 | $2.58M | Buy |
36,055
+954
| +3% | +$68.3K | 0.01% | 884 |
|
|
2024
Q1 | $2.62M | Buy |
35,101
+446
| +1% | +$33.3K | 0.01% | 867 |
|
|
2023
Q4 | $2.26M | Sell |
34,655
-2,094
| -6% | -$137K | 0.01% | 897 |
|
|
2023
Q3 | $2.19M | Sell |
36,749
-115
| -0.3% | -$6.86K | 0.01% | 872 |
|
|
2023
Q2 | $2.3M | Sell |
36,864
-401
| -1% | -$25.1K | 0.01% | 871 |
|
|
2023
Q1 | $2.43M | Buy |
37,265
+385
| +1% | +$25.2K | 0.01% | 825 |
|
|
2022
Q4 | $2.17M | Buy |
36,880
+410
| +1% | +$24.1K | 0.01% | 850 |
|
|
2022
Q3 | $1.79M | Sell |
36,470
-4,182
| -10% | -$205K | 0.01% | 870 |
|
|
2022
Q2 | $1.96M | Buy |
40,652
+462
| +1% | +$22.2K | 0.01% | 853 |
|
|
2022
Q1 | $2.09M | Buy |
40,190
+1,442
| +4% | +$74.9K | 0.01% | 890 |
|
|
2021
Q4 | $2.3M | Buy |
38,748
+312
| +0.8% | +$18.5K | 0.01% | 880 |
|
|
2021
Q3 | $2.21M | Sell |
38,436
-16,634
| -30% | -$955K | 0.01% | 906 |
|
|
2021
Q2 | $3.5M | Buy |
55,070
+17,838
| +48% | +$1.13M | 0.01% | 721 |
|
|
2021
Q1 | $2.17M | Sell |
37,232
-11,811
| -24% | -$687K | 0.01% | 856 |
|
|
2020
Q4 | $2.74M | Sell |
49,043
-34,841
| -42% | -$1.95M | 0.01% | 709 |
|
|
2020
Q3 | $3.89M | Buy |
83,884
+20,258
| +32% | +$940K | 0.01% | 550 |
|
|
2020
Q2 | $2.96M | Buy |
63,626
+29,180
| +85% | +$1.36M | 0.01% | 624 |
|
|
2020
Q1 | $1.33M | Sell |
34,446
-32,635
| -49% | -$1.26M | 0.01% | 814 |
|
|
2019
Q4 | $3.87M | Buy |
67,081
+12,846
| +24% | +$740K | 0.01% | 591 |
|
|
2019
Q3 | $2.83M | Sell |
54,235
-4,810
| -8% | -$251K | 0.01% | 678 |
|
|
2019
Q2 | $3M | Buy |
59,045
+35,255
| +148% | +$1.79M | 0.01% | 665 |
|
|
2019
Q1 | $1.19M | Buy |
23,790
+8,015
| +51% | +$401K | 0.01% | 805 |
|
|
2018
Q4 | $684K | Buy |
15,775
+11,234
| +247% | +$487K | ﹤0.01% | 899 |
|
|
2018
Q3 | $264K | Buy |
4,541
+22
| +0.5% | +$1.28K | ﹤0.01% | 1214 |
|
|
2018
Q2 | $204K | Sell |
4,519
-19,949
| -82% | -$901K | ﹤0.01% | 1239 |
|
|
2018
Q1 | $1.1M | Buy |
24,468
+19,999
| +448% | +$901K | 0.01% | 798 |
|
|
2017
Q4 | $219K | Buy |
+4,469
| New | +$219K | ﹤0.01% | 1194 |
|
|
2015
Q3 | – | Sell |
-46,245
| Closed | -$1.66M | – | 1259 |
|
|
2015
Q2 | $1.66M | Buy |
+46,245
| New | +$1.66M | 0.02% | 603 |
|