Chevy Chase Trust’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Hold |
10,500
| – | – | ﹤0.01% | 585 |
|
|
2025
Q1 | $704K | Sell |
10,500
-1,200
| -10% | -$80.5K | ﹤0.01% | 582 |
|
|
2024
Q4 | $788K | Hold |
11,700
| – | – | ﹤0.01% | 581 |
|
|
2024
Q3 | $862K | Hold |
11,700
| – | – | ﹤0.01% | 568 |
|
|
2024
Q2 | $837K | Sell |
11,700
-22
| -0.2% | -$1.57K | ﹤0.01% | 560 |
|
|
2024
Q1 | $875K | Buy |
11,722
+22
| +0.2% | +$1.64K | ﹤0.01% | 558 |
|
|
2023
Q4 | $765K | Buy |
+11,700
| New | +$765K | ﹤0.01% | 570 |
|