Benjamin Edwards Inc’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 | $7.22M | Sell |
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|
2025
Q2 | $6.28M | Sell |
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|
2025
Q1 | $6.29M | Sell |
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|
2024
Q4 | $7.53M | Sell |
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|
2024
Q3 | $8.33M | Buy |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $88K | Sell |
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|
2023
Q2 | $94K | Sell |
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|
2023
Q1 | $120K | Sell |
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|
2022
Q4 | $108K | Buy |
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|
2022
Q3 | $88K | Buy |
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|
2022
Q2 | $82K | Buy |
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|
2022
Q1 | $86K | Sell |
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|
2021
Q4 | $110K | Buy |
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|
2021
Q3 | $34K | Buy |
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