Great Valley Advisor Group’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 | $445K | Hold |
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|
2025
Q2 | $377K | Hold |
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|
2025
Q1 | $364K | Hold |
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|
2024
Q4 | $366K | Hold |
|
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|
2024
Q3 | $401K | Sell |
|
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|
2024
Q2 | $390K | Sell |
|
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|
2024
Q1 | $408K | Sell |
|
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|
2023
Q4 | $359K | Buy |
|
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $339K | Hold |
|
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|
2023
Q1 | $355K | Buy |
|
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|
2022
Q4 | $316K | Hold |
|
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $287K | Buy |
|