Berger Financial Group’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 | $2.5M | Sell |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $2.2M | Sell |
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|
2024
Q3 | $2.42M | Sell |
|
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|
2024
Q2 | $2.35M | Sell |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $2.02M | Sell |
|
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $2.25M | Sell |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $1.65M | Hold |
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|
2022
Q2 | $1.62M | Hold |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $2.01M | Sell |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $520K | Buy |
|