Formidable Asset Management’s Donaldson DCI Stock Holding History

Formidable Asset Management’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.24M	Hold
2025 Q1	$1.24M	Hold
2024 Q4	$1.25M	Hold
2024 Q3	$1.37M	Sell
2024 Q2	$1.33M	Buy
2024 Q1	$1.39M	Hold
2023 Q4	$1.21M	Hold
2023 Q3	$1.11M	Hold
2023 Q2	$1.16M	Hold
2023 Q1	$1.21M	Hold
2022 Q4	$1.09M	Hold
2022 Q3	$1.03M	Hold
2022 Q2	$893K	Hold
2022 Q1	$964K	Hold
2021 Q4	$1.11M	Hold
2021 Q3	$1.06M	Hold
2021 Q2	$1.21M	Sell
2021 Q1	$1.11M	Buy
2020 Q4	$1.02M	Hold
2020 Q3	$889K	Hold
2020 Q2	$886K	Hold
2020 Q1	$717K	Hold
2019 Q4	$1.02M	Hold
2019 Q3	$954K	Hold
2019 Q2	$927K	Buy
2019 Q1	$636K	Sell
2018 Q4	$805K	Hold
2018 Q3	$1.08M	Hold
2018 Q2	$837K	Hold
2018 Q1	$836K	Hold
2017 Q4	$908K	Hold
2017 Q3	$852K	Hold
2017 Q2	$845K	Hold
2017 Q1	$870K	Hold
2016 Q4	$781K	Hold
2016 Q3	$693K	Hold
2016 Q2	$657K	Hold
2016 Q1	$609K	Hold
2015 Q4	$507K	Hold
2015 Q3	$520K	Hold
2015 Q2	$664K	Hold
2015 Q1	$661K	Hold
2014 Q4	$717K	Hold
2014 Q3	$771K	Hold
2014 Q2	$785K	Hold
2014 Q1	$778K	Hold
2013 Q4	$772K	Hold
2013 Q3	$713K	Buy