M&T Bank’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.11M | Sell |
13,103
-1,569
| -11% | -$152K | ﹤0.01% | 802 |
|
|
2025
Q4 | $1.3M | Sell |
14,672
-5,519
| -27% | -$479K | ﹤0.01% | 769 |
|
|
2025
Q3 | $1.65M | Sell |
20,191
-1,919
| -9% | -$145K | 0.01% | 634 |
|
|
2025
Q2 | $1.53M | Buy |
22,110
+506
| +2% | +$34K | 0.01% | 704 |
|
|
2025
Q1 | $1.45M | Sell |
21,604
-3,398
| -14% | -$235K | 0.01% | 716 |
|
|
2024
Q4 | $1.68M | Sell |
25,002
-249
| -1% | -$18.4K | 0.01% | 725 |
|
|
2024
Q3 | $1.86M | Buy |
25,251
+322
| +1% | +$23.3K | 0.01% | 705 |
|
|
2024
Q2 | $1.78M | Sell |
24,929
-166
| -0.7% | -$12.2K | 0.01% | 690 |
|
|
2024
Q1 | $1.87M | Buy |
25,095
+3,825
| +18% | +$260K | 0.01% | 681 |
|
|
2023
Q4 | $1.39M | Sell |
21,270
-501
| -2% | -$30.5K | 0.01% | 759 |
|
|
2023
Q3 | $1.3M | Sell |
21,771
-641
| -3% | -$39.7K | 0.01% | 757 |
|
|
2023
Q2 | $1.4M | Buy |
22,412
+713
| +3% | +$44.6K | 0.01% | 755 |
|
|
2023
Q1 | $1.42M | Sell |
21,699
-688
| -3% | -$43.2K | 0.01% | 741 |
|
|
2022
Q4 | $1.32M | Buy |
22,387
+1,775
| +9% | +$102K | 0.01% | 755 |
|
|
2022
Q3 | $1.01M | Sell |
20,612
-787
| -4% | -$41.1K | ﹤0.01% | 831 |
|
|
2022
Q2 | $1.02M | Buy |
21,399
+3,168
| +17% | +$160K | ﹤0.01% | 768 |
|
|
2022
Q1 | $945K | Sell |
18,231
-22,559
| -55% | -$1.23M | ﹤0.01% | 770 |
|
|
2021
Q4 | $2.42M | Buy |
40,790
+1,093
| +3% | +$64.7K | 0.01% | 524 |
|
|
2021
Q3 | $2.28M | Buy |
39,697
+2,852
| +8% | +$184K | 0.01% | 528 |
|
|
2021
Q2 | $2.34M | Buy |
36,845
+7,501
| +26% | +$464K | 0.01% | 525 |
|
|
2021
Q1 | $1.71M | Sell |
29,344
-3,051
| -9% | -$182K | 0.01% | 601 |
|
|
2020
Q4 | $1.81M | Buy |
32,395
+2,418
| +8% | +$128K | 0.01% | 592 |
|
|
2020
Q3 | $1.39M | Buy |
29,977
+11,590
| +63% | +$564K | 0.01% | 618 |
|
|
2020
Q2 | $855K | Sell |
18,387
-445
| -2% | -$19.7K | ﹤0.01% | 726 |
|
|
2020
Q1 | $727K | Buy |
18,832
+167
| +0.9% | +$8.17K | ﹤0.01% | 781 |
|
|
2019
Q4 | $1.08M | Sell |
18,665
-9,815
| -34% | -$534K | 0.01% | 592 |
|
|
2019
Q3 | $1.49M | Buy |
28,480
+759
| +3% | +$37.6K | 0.01% | 602 |
|
|
2019
Q2 | $1.41M | Buy |
27,721
+1,088
| +4% | +$55.3K | 0.01% | 622 |
|
|
2019
Q1 | $1.33M | Buy |
26,633
+625
| +2% | +$30.2K | 0.01% | 627 |
|
|
2018
Q4 | $1.13M | Sell |
26,008
-829
| -3% | -$42.8K | 0.01% | 646 |
|
|
2018
Q3 | $1.56M | Buy |
26,837
+2,513
| +10% | +$126K | 0.01% | 614 |
|
|
2018
Q2 | $1.1M | Buy |
24,324
+2,421
| +11% | +$112K | 0.01% | 729 |
|
|
2018
Q1 | $987K | Buy |
21,903
+3,089
| +16% | +$148K | 0.01% | 769 |
|
|
2017
Q4 | $921K | Buy |
18,814
+1,043
| +6% | +$49.7K | ﹤0.01% | 795 |
|
|
2017
Q3 | $816K | Buy |
17,771
+1,780
| +11% | +$82.4K | ﹤0.01% | 810 |
|
|
2017
Q2 | $728K | Buy |
15,991
+724
| +5% | +$33.3K | ﹤0.01% | 850 |
|
|
2017
Q1 | $695K | Sell |
15,267
-570
| -4% | -$24.7K | ﹤0.01% | 878 |
|
|
2016
Q4 | $668K | Sell |
15,837
-995
| -6% | -$39.5K | ﹤0.01% | 934 |
|
|
2016
Q3 | $628K | Buy |
16,832
+47
| +0.3% | +$1.71K | ﹤0.01% | 956 |
|
|
2016
Q2 | $577K | Sell |
16,785
-101
| -0.6% | -$3.37K | ﹤0.01% | 972 |
|
|
2016
Q1 | $540K | Buy |
16,886
+1,692
| +11% | +$49.7K | ﹤0.01% | 1005 |
|
|
2015
Q4 | $435K | Buy |
15,194
+672
| +5% | +$19.8K | ﹤0.01% | 1127 |
|
|
2015
Q3 | $408K | Sell |
14,522
-1,785
| -11% | -$57.3K | ﹤0.01% | 1160 |
|
|
2015
Q2 | $584K | Sell |
16,307
-622
| -4% | -$22.7K | ﹤0.01% | 1123 |
|
|
2015
Q1 | $637K | Sell |
16,929
-687
| -4% | -$25.7K | ﹤0.01% | 1063 |
|
|
2014
Q4 | $680K | Sell |
17,616
-2,582
| -13% | -$103K | ﹤0.01% | 1059 |
|
|
2014
Q3 | $821K | Buy |
+20,198
| New | +$823K | 0.01% | 984 |
|
|
2014
Q2 | – | Sell |
-90
| Closed | -$4K | – | 1102 |
|
|
2014
Q1 | $4K | Buy |
+90
| New | +$3.79K | ﹤0.01% | 1017 |
|
Other funds holding DCI
VPM
VCM
