Gallagher Fiduciary Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Hold |
7,665
| – | – | 0.02% | 168 |
|
|
2025
Q1 | $514K | Sell |
7,665
-146
| -2% | -$9.79K | 0.02% | 149 |
|
|
2024
Q4 | $526K | Hold |
7,811
| – | – | 0.1% | 132 |
|
|
2024
Q3 | $576K | Hold |
7,811
| – | – | 0.12% | 102 |
|
|
2024
Q2 | $559K | Hold |
7,811
| – | – | 0.13% | 96 |
|
|
2024
Q1 | $583K | Sell |
7,811
-534
| -6% | -$39.9K | 0.02% | 101 |
|
|
2023
Q4 | $545K | Hold |
8,345
| – | – | 0.02% | 96 |
|
|
2023
Q3 | $498K | Hold |
8,345
| – | – | 0.04% | 101 |
|
|
2023
Q2 | $522K | Hold |
8,345
| – | – | 0.04% | 123 |
|
|
2023
Q1 | $545K | Buy |
+8,345
| New | +$545K | 0.05% | 112 |
|