&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