Concord Wealth Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61K | Buy |
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|
2025
Q1 | $2.88K | Hold |
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|
2024
Q4 | $2.9K | Hold |
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|
2024
Q3 | $3.17K | Hold |
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|
2024
Q2 | $3.08K | Hold |
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|
2024
Q1 | $3.21K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.01K | Hold |
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|
2023
Q2 | $1.06K | Hold |
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|
2023
Q1 | $1.11K | Hold |
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|
2022
Q4 | $1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $13K | Buy |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $11K | Buy |
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