Laird Norton Wetherby Wealth 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
Q3 | $328K | Buy |
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|
2025
Q2 | $267K | Buy |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $293K | Hold |
|
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|
2024
Q2 | $284K | Sell |
|
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|
2024
Q1 | $420K | Hold |
|
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|
2023
Q4 | $368K | Buy |
|
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|
2023
Q3 | $334K | Hold |
|
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|
2023
Q2 | $350K | Sell |
|
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|
2023
Q1 | $368K | Buy |
|
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|
2022
Q4 | $328K | Buy |
|
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|
2022
Q3 | $268K | Buy |
|
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $352K | Sell |
|
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $389K | Hold |
|
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|
2021
Q1 | $356K | Hold |
|
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|
2020
Q4 | $342K | Sell |
|
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|
2020
Q3 | $302K | Sell |
|
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|
2020
Q2 | $305K | Buy |
|
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|
2020
Q1 | $251K | Buy |
|
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|
2019
Q4 | $356K | Hold |
|
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|
2019
Q3 | $322K | Buy |
|
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|
2019
Q2 | $311K | Hold |
|
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|
2019
Q1 | $306K | Sell |
|
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|
2018
Q4 | $334K | Sell |
|
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|
2018
Q3 | $474K | Buy |
|
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|
2018
Q2 | $364K | Sell |
|
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|
2018
Q1 | $365K | Hold |
|
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|
2017
Q4 | $397K | Buy |
|
|||||
|
2017
Q3 | $369K | Buy |
|
|||||
|
2017
Q2 | $365K | Sell |
|
|||||
|
2017
Q1 | $370K | Hold |
|
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|
2016
Q4 | $342K | Buy |
|
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|
2016
Q3 | $301K | Sell |
|
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|
2016
Q2 | $279K | Buy |
|
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|
2016
Q1 | $257K | Buy |
|
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|
2015
Q4 | $207K | Sell |
|
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|
2015
Q3 | $213K | Buy |
|
|||||
|
2015
Q2 | $270K | Sell |
|
|||||
|
2015
Q1 | $288K | Buy |
|
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|
2014
Q4 | $265K | Sell |
|
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|
2014
Q3 | $311K | Buy |
|
|||||
|
2014
Q2 | $308K | Buy |
|
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|
2014
Q1 | $307K | Buy |
|
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|
2013
Q4 | $314K | Buy |
|
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|
2013
Q3 | $271K | Hold |
|
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|
2013
Q2 | $254K | Buy |
|