Sendero 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 | $1.19M | Hold |
|
|||||
|
2025
Q2 | $1M | Hold |
|
|||||
|
2025
Q1 | $971K | Buy |
|
|||||
|
2024
Q4 | $724K | Buy |
|
|||||
|
2024
Q3 | $655K | Hold |
|
|||||
|
2024
Q2 | $636K | Hold |
|
|||||
|
2024
Q1 | $664K | Hold |
|
|||||
|
2023
Q4 | $581K | Buy |
|
|||||
|
2023
Q3 | $487K | Buy |
|
|||||
|
2023
Q2 | $432K | Buy |
|
|||||
|
2023
Q1 | $432K | Buy |
|
|||||
|
2022
Q4 | $323K | Buy |
|