Hoese & Co’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $45.8K | Buy |
660
+480
| +267% | +$33.3K | 0.04% | 100 |
|
2025
Q1 | $12.1K | Hold |
180
| – | – | 0.01% | 112 |
|
2024
Q4 | $12.1K | Hold |
180
| – | – | 0.01% | 123 |
|
2024
Q3 | $13.3K | Hold |
180
| – | – | 0.01% | 108 |
|
2024
Q2 | $13.3K | Hold |
180
| – | – | 0.01% | 94 |
|
2024
Q1 | $12.9K | Hold |
180
| – | – | 0.01% | 101 |
|
2023
Q4 | $11K | Hold |
180
| – | – | 0.01% | 112 |
|
2023
Q3 | $10.7K | Hold |
180
| – | – | 0.01% | 114 |
|
2023
Q2 | $11.3K | Hold |
180
| – | – | 0.01% | 120 |
|
2023
Q1 | $11.4K | Hold |
180
| – | – | 0.01% | 119 |
|
2022
Q4 | $11K | Hold |
180
| – | – | 0.01% | 127 |
|
2022
Q3 | $9K | Hold |
180
| – | – | 0.01% | 138 |
|
2022
Q2 | $9K | Hold |
180
| – | – | 0.01% | 144 |
|
2022
Q1 | $9K | Hold |
180
| – | – | 0.01% | 154 |
|
2021
Q4 | $11K | Buy |
+180
| New | +$11K | 0.01% | 142 |
|