&Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.12M | Buy |
16,171
+79
| +0.5% | +$5.49K | 0.01% | 932 |
|
2025
Q1 | $1.07M | Buy |
16,092
+4,278
| +36% | +$285K | 0.01% | 799 |
|
2024
Q4 | $805K | Buy |
11,814
+7,041
| +148% | +$480K | 0.01% | 865 |
|
2024
Q3 | $352K | Buy |
4,773
+1,775
| +59% | +$131K | 0.01% | 1028 |
|
2024
Q2 | $215K | Buy |
+2,998
| New | +$215K | 0.01% | 825 |
|