Brinker Capital Investments’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 | $2.52M | Sell |
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|
2025
Q2 | $2.17M | Buy |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $315K | Buy |
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