Manchester Capital 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
Q2 | $73.2K | Hold |
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|
2025
Q1 | $70.7K | Buy |
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|
2024
Q4 | $70.8K | Hold |
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|
2024
Q3 | $77.5K | Hold |
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|
2024
Q2 | $75.2K | Sell |
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|
2024
Q1 | $78.7K | Hold |
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|
2023
Q4 | $68.9K | Hold |
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|
2023
Q3 | $62.9K | Hold |
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|
2023
Q2 | $65.9K | Buy |
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|
2023
Q1 | $4.64K | Hold |
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|
2022
Q4 | $4.18K | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Sell |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Sell |
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|
2020
Q4 | $3K | Buy |
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|
2020
Q3 | $0 | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $4K | Hold |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Hold |
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|
2015
Q4 | $3K | Hold |
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|
2015
Q3 | $3K | Sell |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $7K | Sell |
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|
2014
Q4 | $141K | Hold |
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|
2014
Q3 | $148K | Sell |
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|
2014
Q2 | $165K | Hold |
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|
2014
Q1 | $165K | Hold |
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|
2013
Q4 | $169K | Hold |
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|
2013
Q3 | $149K | Hold |
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|
2013
Q2 | $139K | Buy |
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