Ironwood Investment Counsel’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Hold |
9,914
| – | – | 0.11% | 141 |
|
|
2025
Q1 | $665K | Sell |
9,914
-225
| -2% | -$15.1K | 0.11% | 138 |
|
|
2024
Q4 | $683K | Sell |
10,139
-680
| -6% | -$45.8K | 0.12% | 140 |
|
|
2024
Q3 | $797K | Sell |
10,819
-26
| -0.2% | -$1.92K | 0.13% | 131 |
|
|
2024
Q2 | $776K | Sell |
10,845
-450
| -4% | -$32.2K | 0.14% | 129 |
|
|
2024
Q1 | $844K | Sell |
11,295
-510
| -4% | -$38.1K | 0.15% | 131 |
|
|
2023
Q4 | $771K | Sell |
11,805
-833
| -7% | -$54.4K | 0.14% | 133 |
|
|
2023
Q3 | $754K | Buy |
+12,638
| New | +$754K | 0.16% | 125 |
|