Great Waters Wealth Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Hold |
31,319
| – | – | 0.28% | 24 |
|
|
2025
Q1 | $2.1M | Hold |
31,319
| – | – | 0.29% | 22 |
|
|
2024
Q4 | $2.11M | Sell |
31,319
-554
| -2% | -$37.3K | 0.27% | 24 |
|
|
2024
Q3 | $2.35M | Sell |
31,873
-126
| -0.4% | -$9.29K | 0.32% | 23 |
|
|
2024
Q2 | $2.29M | Sell |
31,999
-586
| -2% | -$41.9K | 0.35% | 23 |
|
|
2024
Q1 | $2.43M | Sell |
32,585
-610
| -2% | -$45.6K | 0.4% | 21 |
|
|
2023
Q4 | $2.11M | Hold |
33,195
| – | – | 0.37% | 24 |
|
|
2023
Q3 | $1.99M | Sell |
33,195
-539
| -2% | -$32.3K | 0.39% | 26 |
|
|
2023
Q2 | $2.11M | Sell |
33,734
-999
| -3% | -$62.4K | 0.42% | 26 |
|
|
2023
Q1 | $2.22M | Buy |
34,733
+1
| +0% | +$64 | 0.47% | 24 |
|
|
2022
Q4 | $2.12M | Buy |
+34,732
| New | +$2.12M | 0.46% | 26 |
|