Granite Bay 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
Q3 | $1.15M | Hold |
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|
2025
Q2 | $971K | Hold |
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|
2025
Q1 | $939K | Hold |
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|
2024
Q4 | $943K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1M | Hold |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $55.7M | Hold |
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|
2023
Q3 | $56.5M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $980K | Hold |
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|
2022
Q4 | $883K | Hold |
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|
2022
Q3 | $735K | Hold |
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|
2022
Q2 | $722K | Hold |
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|
2022
Q1 | $779K | Hold |
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|
2021
Q4 | $889K | Buy |
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