GIA
GHP Investment Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
52,439
+2,873
| +6% | +$199K | 0.16% | 167 |
|
|
2025
Q1 | $3.32M | Buy |
49,566
+2,511
| +5% | +$168K | 0.16% | 179 |
|
|
2024
Q4 | $3.17M | Buy |
47,055
+2,506
| +6% | +$169K | 0.15% | 188 |
|
|
2024
Q3 | $3.28M | Buy |
44,549
+4,928
| +12% | +$363K | 0.15% | 185 |
|
|
2024
Q2 | $2.84M | Buy |
39,621
+2,591
| +7% | +$185K | 0.14% | 198 |
|
|
2024
Q1 | $2.77M | Buy |
37,030
+3,057
| +9% | +$228K | 0.14% | 203 |
|
|
2023
Q4 | $2.22M | Buy |
33,973
+2,144
| +7% | +$140K | 0.12% | 214 |
|
|
2023
Q3 | $1.93M | Buy |
31,829
+2,843
| +10% | +$172K | 0.12% | 208 |
|
|
2023
Q2 | $1.81M | Buy |
28,986
+8,200
| +39% | +$511K | 0.11% | 221 |
|
|
2023
Q1 | $1.36M | Buy |
20,786
+3,656
| +21% | +$239K | 0.09% | 238 |
|
|
2022
Q4 | $1.01M | Buy |
17,130
+4,407
| +35% | +$259K | 0.07% | 254 |
|
|
2022
Q3 | $624K | Buy |
+12,723
| New | +$624K | 0.05% | 273 |
|