Private Trust Company’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 | $1.47K | Hold |
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|
2025
Q2 | $1.25K | Sell |
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|
2025
Q1 | $13.1K | Buy |
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|
2024
Q4 | $6.4K | Buy |
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|
2024
Q3 | $5.38K | Sell |
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|
2024
Q2 | $9.88K | Sell |
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|
2024
Q1 | $11K | Buy |
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|
2023
Q4 | $4.77K | Hold |
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|
2023
Q3 | $4.35K | Hold |
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|
2023
Q2 | $4.56K | Hold |
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|
2023
Q1 | $4.77K | Hold |
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|
2022
Q4 | $4K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Buy |
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