Montag & Caldwell’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 | – | Sell |
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|
2025
Q1 | $7.58K | Hold |
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|
2024
Q4 | $7.61K | Buy |
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|
2015
Q2 | – | Sell |
|
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|
2015
Q1 | $681K | Buy |
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|
2014
Q4 | $669K | Buy |
|
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|
2014
Q3 | $546K | Sell |
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|
2014
Q2 | $1.26M | Sell |
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|
2014
Q1 | $1.27M | Sell |
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|
2013
Q4 | $1.32M | Sell |
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|
2013
Q3 | $1.26M | Buy |
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|
2013
Q2 | $1.05M | Buy |
|