Romano Brothers & Co’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
20,570
-4,550
| -18% | -$316K | 0.18% | 128 |
|
|
2025
Q1 | $1.68M | Sell |
25,120
-200
| -0.8% | -$13.4K | 0.22% | 119 |
|
|
2024
Q4 | $1.71M | Hold |
25,320
| – | – | 0.22% | 118 |
|
|
2024
Q3 | $1.87M | Buy |
25,320
+5,500
| +28% | +$405K | 0.23% | 113 |
|
|
2024
Q2 | $1.42M | Sell |
19,820
-4,030
| -17% | -$288K | 0.2% | 125 |
|
|
2024
Q1 | $1.78M | Hold |
23,850
| – | – | 0.24% | 112 |
|
|
2023
Q4 | $1.56M | Sell |
23,850
-1,200
| -5% | -$78.4K | 0.23% | 116 |
|
|
2023
Q3 | $1.49M | Sell |
25,050
-175
| -0.7% | -$10.4K | 0.23% | 114 |
|
|
2023
Q2 | $1.58M | Hold |
25,225
| – | – | 0.24% | 116 |
|
|
2023
Q1 | $1.65M | Hold |
25,225
| – | – | 0.25% | 112 |
|
|
2022
Q4 | $1.48M | Sell |
25,225
-300
| -1% | -$17.7K | 0.23% | 113 |
|
|
2022
Q3 | $1.26M | Buy |
+25,525
| New | +$1.26M | 0.2% | 120 |
|