Laird Norton Wetherby Wealth Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
+3,844
| New | +$267K | 0.01% | 770 |
|
|
2024
Q4 | $261K | Sell |
3,881
-89
| -2% | -$5.99K | 0.01% | 746 |
|
|
2024
Q3 | $293K | Hold |
3,970
| – | – | 0.01% | 744 |
|
|
2024
Q2 | $284K | Sell |
3,970
-1,654
| -29% | -$118K | 0.01% | 729 |
|
|
2024
Q1 | $420K | Hold |
5,624
| – | – | 0.02% | 617 |
|
|
2023
Q4 | $368K | Buy |
5,624
+29
| +0.5% | +$1.9K | 0.02% | 651 |
|
|
2023
Q3 | $334K | Hold |
5,595
| – | – | 0.02% | 652 |
|
|
2023
Q2 | $350K | Sell |
5,595
-36
| -0.6% | -$2.25K | 0.02% | 658 |
|
|
2023
Q1 | $368K | Buy |
5,631
+61
| +1% | +$3.99K | 0.02% | 631 |
|
|
2022
Q4 | $328K | Buy |
5,570
+102
| +2% | +$6.01K | 0.02% | 650 |
|
|
2022
Q3 | $268K | Buy |
5,468
+185
| +4% | +$9.07K | 0.02% | 698 |
|
|
2022
Q2 | $254K | Sell |
5,283
-700
| -12% | -$33.7K | 0.02% | 733 |
|
|
2022
Q1 | $311K | Buy |
5,983
+48
| +0.8% | +$2.5K | 0.02% | 707 |
|
|
2021
Q4 | $352K | Sell |
5,935
-97
| -2% | -$5.75K | 0.02% | 646 |
|
|
2021
Q3 | $346K | Sell |
6,032
-85
| -1% | -$4.88K | 0.02% | 630 |
|
|
2021
Q2 | $389K | Hold |
6,117
| – | – | 0.02% | 606 |
|
|
2021
Q1 | $356K | Hold |
6,117
| – | – | 0.03% | 541 |
|
|
2020
Q4 | $342K | Sell |
6,117
-387
| -6% | -$21.6K | 0.02% | 595 |
|
|
2020
Q3 | $302K | Sell |
6,504
-54
| -0.8% | -$2.51K | 0.03% | 526 |
|
|
2020
Q2 | $305K | Buy |
6,558
+57
| +0.9% | +$2.65K | 0.03% | 502 |
|
|
2020
Q1 | $251K | Buy |
6,501
+315
| +5% | +$12.2K | 0.03% | 504 |
|
|
2019
Q4 | $356K | Hold |
6,186
| – | – | 0.04% | 490 |
|
|
2019
Q3 | $322K | Buy |
6,186
+73
| +1% | +$3.8K | 0.03% | 524 |
|
|
2019
Q2 | $311K | Hold |
6,113
| – | – | 0.03% | 522 |
|
|
2019
Q1 | $306K | Sell |
6,113
-1,575
| -20% | -$78.8K | 0.04% | 507 |
|
|
2018
Q4 | $334K | Sell |
7,688
-441
| -5% | -$19.2K | 0.05% | 428 |
|
|
2018
Q3 | $474K | Buy |
8,129
+53
| +0.7% | +$3.09K | 0.06% | 378 |
|
|
2018
Q2 | $364K | Sell |
8,076
-28
| -0.3% | -$1.26K | 0.05% | 418 |
|
|
2018
Q1 | $365K | Hold |
8,104
| – | – | 0.05% | 432 |
|
|
2017
Q4 | $397K | Buy |
8,104
+69
| +0.9% | +$3.38K | 0.06% | 407 |
|
|
2017
Q3 | $369K | Buy |
8,035
+29
| +0.4% | +$1.33K | 0.05% | 405 |
|
|
2017
Q2 | $365K | Sell |
8,006
-116
| -1% | -$5.29K | 0.06% | 381 |
|
|
2017
Q1 | $370K | Hold |
8,122
| – | – | 0.07% | 367 |
|
|
2016
Q4 | $342K | Buy |
8,122
+49
| +0.6% | +$2.06K | 0.07% | 374 |
|
|
2016
Q3 | $301K | Sell |
8,073
-60
| -0.7% | -$2.24K | 0.06% | 380 |
|
|
2016
Q2 | $279K | Buy |
8,133
+83
| +1% | +$2.85K | 0.06% | 372 |
|
|
2016
Q1 | $257K | Buy |
8,050
+844
| +12% | +$26.9K | 0.06% | 369 |
|
|
2015
Q4 | $207K | Sell |
7,206
-377
| -5% | -$10.8K | 0.05% | 419 |
|
|
2015
Q3 | $213K | Buy |
7,583
+29
| +0.4% | +$815 | 0.05% | 405 |
|
|
2015
Q2 | $270K | Sell |
7,554
-72
| -0.9% | -$2.57K | 0.06% | 356 |
|
|
2015
Q1 | $288K | Buy |
7,626
+766
| +11% | +$28.9K | 0.07% | 327 |
|
|
2014
Q4 | $265K | Sell |
6,860
-787
| -10% | -$30.4K | 0.07% | 339 |
|
|
2014
Q3 | $311K | Buy |
7,647
+378
| +5% | +$15.4K | 0.09% | 288 |
|
|
2014
Q2 | $308K | Buy |
7,269
+23
| +0.3% | +$975 | 0.09% | 293 |
|
|
2014
Q1 | $307K | Buy |
7,246
+23
| +0.3% | +$974 | 0.09% | 293 |
|
|
2013
Q4 | $314K | Buy |
7,223
+111
| +2% | +$4.83K | 0.09% | 275 |
|
|
2013
Q3 | $271K | Hold |
7,112
| – | – | 0.08% | 299 |
|
|
2013
Q2 | $254K | Buy |
+7,112
| New | +$254K | 0.09% | 282 |
|