Burney Company’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 | $810K | Sell |
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|
2025
Q2 | $692K | Hold |
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|
2025
Q1 | $669K | Sell |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $781K | Buy |
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|
2024
Q2 | $759K | Sell |
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|
2024
Q1 | $896K | Sell |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $839K | Buy |
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|
2023
Q2 | $864K | Sell |
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|
2023
Q1 | $911K | Buy |
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|
2022
Q4 | $690K | Sell |
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|
2022
Q3 | $592K | Hold |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $564K | Buy |
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|
2021
Q4 | $618K | Hold |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | $471K | Buy |
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|
2020
Q3 | $258K | Hold |
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|
2020
Q2 | $259K | Hold |
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|
2020
Q1 | $215K | Hold |
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|
2019
Q4 | $320K | Hold |
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|
2019
Q3 | $289K | Hold |
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|
2019
Q2 | $283K | Hold |
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|
2019
Q1 | $278K | Hold |
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|
2018
Q4 | $241K | Hold |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $269K | Hold |
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|
2018
Q1 | $268K | Hold |
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|
2017
Q4 | $292K | Hold |
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|
2017
Q3 | $274K | Sell |
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|
2017
Q2 | $281K | Hold |
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|
2017
Q1 | $285K | Hold |
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|
2016
Q4 | $263K | Hold |
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|
2016
Q3 | $234K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $210K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $206K | Sell |
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|
2014
Q2 | $216K | Buy |
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|
2014
Q1 | $216K | Hold |
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|
2013
Q4 | $221K | Sell |
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|
2013
Q3 | $202K | Buy |
|