Blue Trust 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 | $259K | Buy |
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|
2025
Q2 | $199K | Buy |
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|
2025
Q1 | $176K | Buy |
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|
2024
Q4 | $142K | Sell |
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|
2024
Q3 | $185K | Buy |
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|
2024
Q2 | $170K | Buy |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $45K | Buy |
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|
2023
Q3 | $28K | Buy |
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|
2023
Q2 | $3K | Sell |
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|
2023
Q1 | $32K | Sell |
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|
2022
Q4 | $39K | Buy |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $8K | Buy |
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