Perigon Wealth Management’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 | $272K | Buy |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $234K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $330K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $168K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $131K | Hold |
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|
2017
Q4 | $143K | Hold |
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|
2017
Q3 | $134K | Buy |
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|
2017
Q2 | $69K | Hold |
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|
2017
Q1 | $69K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $57K | Hold |
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|
2016
Q2 | $52K | Hold |
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|
2016
Q1 | $48K | Buy |
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