Kurt F. Somerville’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 | $286K | Hold |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $341K | Hold |
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|
2024
Q2 | $331K | Hold |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $328K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $335K | Hold |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $350K | Hold |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $438K | Sell |
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|
2021
Q1 | $403K | Sell |
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|
2020
Q4 | $393K | Hold |
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|
2020
Q3 | $326K | Hold |
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|
2020
Q2 | $327K | Hold |
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $422K | Hold |
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $387K | Sell |
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|
2019
Q1 | $394K | Sell |
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|
2018
Q4 | $392K | Sell |
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|
2018
Q3 | $537K | Sell |
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|
2018
Q2 | $421K | Hold |
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|
2018
Q1 | $420K | Sell |
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|
2017
Q4 | $472K | Buy |
|