NewEdge Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2M | Buy |
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|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.66M | Buy |
|
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|
2024
Q4 | $1.01M | Sell |
|
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|
2024
Q3 | $1.3M | Buy |
|
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|
2024
Q2 | $1.08M | Sell |
|
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|
2024
Q1 | $1.15M | Buy |
|
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|
2023
Q4 | $994K | Sell |
|
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|
2023
Q3 | $923K | Sell |
|
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|
2023
Q2 | $973K | Sell |
|
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|
2023
Q1 | $1.02M | Sell |
|
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|
2022
Q4 | $1.01M | Buy |
|
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|
2022
Q3 | $832K | Buy |
|
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|
2022
Q2 | $791K | Buy |
|
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|
2022
Q1 | $573K | Buy |
|
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|
2021
Q4 | $646K | Buy |
|
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|
2021
Q3 | $625K | Buy |
|
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $336K | Buy |
|