Eads & Heald Wealth Management’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 | $872K | Buy |
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|
2025
Q1 | $670K | Buy |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $719K | Hold |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $709K | Sell |
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|
2023
Q4 | $694K | Sell |
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|
2023
Q3 | $644K | Sell |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $710K | Sell |
|
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|
2022
Q4 | $650K | Buy |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $524K | Hold |
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|
2021
Q4 | $598K | Hold |
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|
2021
Q3 | $580K | Hold |
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|
2021
Q2 | $641K | Sell |
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|
2021
Q1 | $595K | Sell |
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|
2020
Q4 | $611K | Buy |
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|
2020
Q3 | $466K | Sell |
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|
2020
Q2 | $636K | Buy |
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|
2020
Q1 | $524K | Sell |
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|
2019
Q4 | $792K | Buy |
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|
2019
Q3 | $671K | Buy |
|
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|
2019
Q2 | $643K | Sell |
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|
2019
Q1 | $636K | Buy |
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|
2018
Q4 | $545K | Sell |
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|
2018
Q3 | $735K | Sell |
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|
2018
Q2 | $591K | Buy |
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|
2018
Q1 | $567K | Sell |
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|
2017
Q4 | $659K | Sell |
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|
2017
Q3 | $621K | Hold |
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|
2017
Q2 | $615K | Sell |
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|
2017
Q1 | $668K | Sell |
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|
2016
Q4 | $665K | Sell |
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|
2016
Q3 | $623K | Sell |
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|
2016
Q2 | $584K | Buy |
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|
2016
Q1 | $528K | Buy |
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|
2015
Q4 | $432K | Sell |
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|
2015
Q3 | $437K | Sell |
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|
2015
Q2 | $564K | Sell |
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|
2015
Q1 | $595K | Sell |
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|
2014
Q4 | $627K | Sell |
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|
2014
Q3 | $667K | Sell |
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|
2014
Q2 | $733K | Buy |
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|
2014
Q1 | $722K | Sell |
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|
2013
Q4 | $747K | Sell |
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|
2013
Q3 | $668K | Sell |
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|
2013
Q2 | $679K | Buy |
|