Marks Group Wealth Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Hold |
58,792
| – | – | 0.38% | 87 |
|
|
2025
Q1 | $3.94M | Hold |
58,792
| – | – | 0.38% | 87 |
|
|
2024
Q4 | $3.96M | Hold |
58,792
| – | – | 0.39% | 89 |
|
|
2024
Q3 | $4.33M | Hold |
58,792
| – | – | 0.41% | 86 |
|
|
2024
Q2 | $4.21M | Hold |
58,792
| – | – | 0.44% | 82 |
|
|
2024
Q1 | $4.39M | Hold |
58,792
| – | – | 0.46% | 79 |
|
|
2023
Q4 | $3.84M | Hold |
58,792
| – | – | 0.44% | 80 |
|
|
2023
Q3 | $3.51M | Hold |
58,792
| – | – | 0.43% | 83 |
|
|
2023
Q2 | $3.68M | Hold |
58,792
| – | – | 0.44% | 85 |
|
|
2023
Q1 | $3.84M | Hold |
58,792
| – | – | 0.49% | 81 |
|
|
2022
Q4 | $3.46M | Hold |
58,792
| – | – | 0.47% | 83 |
|
|
2022
Q3 | $2.88M | Hold |
58,792
| – | – | 0.44% | 82 |
|
|
2022
Q2 | $2.83M | Sell |
58,792
-19,729
| -25% | -$950K | 0.41% | 88 |
|
|
2022
Q1 | $4.08M | Hold |
78,521
| – | – | 0.51% | 79 |
|
|
2021
Q4 | $4.65M | Buy |
+78,521
| New | +$4.65M | 0.57% | 69 |
|