Northwest Capital 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 | $159K | Hold |
2,298
| – | – | 0.09% | 115 |
|
|
2025
Q1 | $154K | Hold |
2,298
| – | – | 0.06% | 127 |
|
|
2024
Q4 | $155K | Hold |
2,298
| – | – | 0.07% | 124 |
|
|
2024
Q3 | $169K | Hold |
2,298
| – | – | 0.06% | 118 |
|
|
2024
Q2 | $164K | Hold |
2,298
| – | – | 0.06% | 117 |
|
|
2024
Q1 | $172K | Hold |
2,298
| – | – | 0.05% | 138 |
|
|
2023
Q4 | $150K | Hold |
2,298
| – | – | 0.05% | 144 |
|
|
2023
Q3 | $137K | Hold |
2,298
| – | – | 0.05% | 139 |
|
|
2023
Q2 | $144K | Buy |
+2,298
| New | +$144K | 0.06% | 135 |
|