Loring Wolcott & Coolidge Fiduciary Advisors’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 | $661K | Hold |
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|
2025
Q1 | $609K | Hold |
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|
2024
Q4 | $681K | Hold |
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|
2024
Q3 | $708K | Hold |
|
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|
2024
Q2 | $714K | Hold |
|
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|
2024
Q1 | $687K | Hold |
|
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|
2023
Q4 | $616K | Hold |
|
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|
2023
Q3 | $562K | Hold |
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|
2023
Q2 | $596K | Hold |
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|
2023
Q1 | $623K | Sell |
|
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|
2022
Q4 | $653K | Hold |
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|
2022
Q3 | $544K | Hold |
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|
2022
Q2 | $534K | Buy |
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|
2022
Q1 | $495K | Hold |
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|
2021
Q4 | $565K | Hold |
|
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|
2021
Q3 | $547K | Hold |
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|
2021
Q2 | $606K | Hold |
|
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|
2021
Q1 | $554K | Hold |
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|
2020
Q4 | $533K | Hold |
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|
2020
Q3 | $443K | Hold |
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|
2020
Q2 | $443K | Hold |
|
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|
2020
Q1 | $368K | Sell |
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|
2019
Q4 | $644K | Buy |
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|
2019
Q3 | $496K | Hold |
|
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|
2019
Q2 | $485K | Hold |
|
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|
2019
Q1 | $477K | Hold |
|
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|
2018
Q4 | $414K | Hold |
|
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|
2018
Q3 | $555K | Hold |
|
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|
2018
Q2 | $430K | Hold |
|
|||||
|
2018
Q1 | $429K | Hold |
|
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|
2017
Q4 | $467K | Hold |
|
|||||
|
2017
Q3 | $438K | Hold |
|
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|
2017
Q2 | $453K | Hold |
|
|||||
|
2017
Q1 | $434K | Hold |
|
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|
2016
Q4 | $401K | Hold |
|
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|
2016
Q3 | $356K | Hold |
|
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|
2016
Q2 | $328K | Hold |
|
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|
2016
Q1 | $304K | Sell |
|
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|
2015
Q4 | $560K | Hold |
|
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|
2015
Q3 | $699K | Hold |
|
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|
2015
Q2 | $699K | Hold |
|
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|
2015
Q1 | $737K | Buy |
|
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|
2014
Q4 | $368K | Hold |
|
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|
2014
Q3 | $387K | Hold |
|
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|
2014
Q2 | $403K | Hold |
|
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|
2014
Q1 | $404K | Hold |
|
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|
2013
Q4 | $414K | Hold |
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|
2013
Q3 | $363K | Sell |
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|
2013
Q2 | $505K | Buy |
|