Hennion & Walsh Asset 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
Q2 | $242K | Sell |
|
|||||
|
2025
Q1 | $243K | Sell |
|
|||||
|
2024
Q4 | $265K | Sell |
|
|||||
|
2024
Q3 | $382K | Buy |
|
|||||
|
2024
Q2 | $287K | Sell |
|
|||||
|
2024
Q1 | $340K | Sell |
|
|||||
|
2023
Q4 | $302K | Sell |
|
|||||
|
2023
Q3 | $283K | Sell |
|
|||||
|
2023
Q2 | $299K | Buy |
|
|||||
|
2023
Q1 | $269K | Buy |
|
|||||
|
2022
Q4 | $214K | Buy |
|