Investment House LLC’s Donaldson DCI Stock Holding History

Investment House LLC’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	$652K	Hold	9,400	–	–	0.03%	167
2025 Q1	$630K	Hold	9,400	–	–	0.04%	162
2024 Q4	$633K	Hold	9,400	–	–	0.03%	153
2024 Q3	$693K	Hold	9,400	–	–	0.04%	158
2024 Q2	$673K	Hold	9,400	–	–	0.04%	149
2024 Q1	$702K	Hold	9,400	–	–	0.04%	146
2023 Q4	$614K	Hold	9,400	–	–	0.04%	141
2023 Q3	$561K	Hold	9,400	–	–	0.04%	140
2023 Q2	$588K	Hold	9,400	–	–	0.04%	139
2023 Q1	$614K	Hold	9,400	–	–	0.05%	137
2022 Q4	$553K	Sell	9,400 -500	-5%	-$29.4K	0.05%	130
2022 Q3	$485K	Hold	9,900	–	–	0.05%	135
2022 Q2	$477K	Hold	9,900	–	–	0.04%	127
2022 Q1	$514K	Hold	9,900	–	–	0.04%	131
2021 Q4	$587K	Hold	9,900	–	–	0.04%	134
2021 Q3	$568K	Hold	9,900	–	–	0.04%	136
2021 Q2	$628K	Hold	9,900	–	–	0.04%	140
2021 Q1	$576K	Sell	9,900 -74,000	-88%	-$4.31M	0.04%	133
2020 Q4	$4.69M	Hold	83,900	–	–	0.33%	67
2020 Q3	$3.9M	Hold	83,900	–	–	0.31%	69
2020 Q2	$3.9M	Hold	83,900	–	–	0.34%	67
2020 Q1	$3.24M	Hold	83,900	–	–	0.37%	66
2019 Q4	$4.83M	Hold	83,900	–	–	0.45%	61
2019 Q3	$4.37M	Hold	83,900	–	–	0.44%	63
2019 Q2	$4.27M	Hold	83,900	–	–	0.45%	61
2019 Q1	$4.2M	Sell	83,900 -500	-0.6%	-$25K	0.45%	63
2018 Q4	$3.66M	Hold	84,400	–	–	0.46%	66
2018 Q3	$4.92M	Hold	84,400	–	–	0.52%	56
2018 Q2	$3.81M	Hold	84,400	–	–	0.44%	63
2018 Q1	$3.8M	Sell	84,400 -600	-0.7%	-$27K	0.46%	63
2017 Q4	$4.16M	Hold	85,000	–	–	0.51%	59
2017 Q3	$3.91M	Hold	85,000	–	–	0.51%	63
2017 Q2	$3.87M	Hold	85,000	–	–	0.52%	63
2017 Q1	$3.87M	Hold	85,000	–	–	0.54%	64
2016 Q4	$3.58M	Hold	85,000	–	–	0.54%	63
2016 Q3	$3.17M	Hold	85,000	–	–	0.48%	68
2016 Q2	$2.92M	Hold	85,000	–	–	0.47%	73
2016 Q1	$2.71M	Hold	85,000	–	–	0.43%	74
2015 Q4	$2.44M	Hold	85,000	–	–	0.4%	76
2015 Q3	$2.39M	Hold	85,000	–	–	0.42%	75
2015 Q2	$3.04M	Hold	85,000	–	–	0.49%	74
2015 Q1	$3.21M	Hold	85,000	–	–	0.52%	68
2014 Q4	$3.28M	Hold	85,000	–	–	0.53%	67
2014 Q3	$3.45M	Hold	85,000	–	–	0.57%	57
2014 Q2	$3.6M	Hold	85,000	–	–	0.62%	55
2014 Q1	$3.6M	Hold	85,000	–	–	0.64%	55
2013 Q4	$3.69M	Hold	85,000	–	–	0.67%	53
2013 Q3	$3.24M	Hold	85,000	–	–	0.66%	57
2013 Q2	$3.03M	Buy	+85,000	New	+$3.03M	0.66%	56