HWM
DCI icon

Hemington Wealth Management’s Donaldson DCI Stock Holding History

Hemington Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10K Buy
153
+17
+13% +$1.11K ﹤0.01% 847
2025
Q1 		$9K Buy
136
+45
+49% +$2.98K ﹤0.01% 841
2024
Q4 		$6K Buy
91
+7
+8% +$462 ﹤0.01% 942
2024
Q3 		$6K Buy
+84
New +$6K ﹤0.01% 863