Creative Planning’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 | $3.13M | Buy |
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|
2025
Q2 | $2.52M | Buy |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $2.18M | Buy |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $508K | Buy |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $447K | Sell |
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|
2021
Q1 | $4.5M | Buy |
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|
2020
Q4 | $4.27M | Buy |
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|
2020
Q3 | $3.55M | Sell |
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|
2020
Q2 | $3.56M | Sell |
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|
2020
Q1 | $2.96M | Sell |
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|
2019
Q4 | $4.43M | Sell |
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|
2019
Q3 | $4.07M | Sell |
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|
2019
Q2 | $3.98M | Sell |
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|
2019
Q1 | $3.93M | Sell |
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|
2018
Q4 | $3.41M | Buy |
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|
2018
Q3 | $4.53M | Buy |
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|
2018
Q2 | $3.47M | Buy |
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|
2018
Q1 | $3.46M | Buy |
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|
2017
Q4 | $3.69M | Buy |
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|
2017
Q3 | $3.46M | Sell |
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|
2017
Q2 | $3.46M | Buy |
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|
2017
Q1 | $3.45M | Sell |
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|
2016
Q4 | $3.44M | Buy |
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|
2016
Q3 | $3.05M | Buy |
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|
2016
Q2 | $2.8M | Sell |
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|
2016
Q1 | $2.67M | Sell |
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|
2015
Q4 | $2.4M | Sell |
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|
2015
Q3 | $2.35M | Buy |
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|
2015
Q2 | $665K | Buy |
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|
2015
Q1 | $700K | Sell |
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|
2014
Q4 | $728K | Buy |
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|
2014
Q3 | $723K | Buy |
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|
2014
Q2 | $745K | Hold |
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|
2014
Q1 | $746K | Sell |
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|
2013
Q4 | $840K | Buy |
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|
2013
Q3 | $707K | Hold |
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|
2013
Q2 | $661K | Buy |
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