Focus Partners Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
52,883
-4,145
| -7% | -$287K | 0.01% | 759 |
|
|
2025
Q1 | $3.82M | Sell |
57,028
-3,684
| -6% | -$247K | 0.01% | 696 |
|
|
2024
Q4 | $4.09M | Buy |
60,712
+2,264
| +4% | +$152K | 0.01% | 667 |
|
|
2024
Q3 | $4.31M | Buy |
58,448
+50,382
| +625% | +$3.71M | 0.01% | 597 |
|
|
2024
Q2 | $577K | Sell |
8,066
-100
| -1% | -$7.15K | ﹤0.01% | 914 |
|
|
2024
Q1 | $610K | Sell |
8,166
-17
| -0.2% | -$1.27K | 0.01% | 688 |
|
|
2023
Q4 | $535K | Buy |
+8,183
| New | +$535K | 0.01% | 565 |
|