NGA
Naples Global Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
22,000
+3,151
| +17% | +$219K | 0.13% | 180 |
|
|
2025
Q1 | $1.26M | Buy |
18,849
+3,781
| +25% | +$254K | 0.12% | 193 |
|
|
2024
Q4 | $1.01M | Buy |
15,068
+7,556
| +101% | +$509K | 0.09% | 219 |
|
|
2024
Q3 | $554K | Buy |
+7,512
| New | +$554K | 0.05% | 277 |
|