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Parr McKnight Wealth Management Group’s Donaldson DCI Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio DCI Stock Details DCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$255K Hold
3,671
– – 0.03% 213
2025
Q1 		$246K Hold
3,671
– – 0.04% 213
2024
Q4 		$247K Buy
+3,671
New +$247K 0.04% 215