SJS Investment Consulting’s Donaldson DCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$694 Sell
10
-9
-47% -$625 ﹤0.01% 992
2025
Q1
$1.28K Hold
19
﹤0.01% 913
2024
Q4
$1.28K Sell
19
-11
-37% -$741 ﹤0.01% 913
2024
Q3
$2.21K Hold
30
﹤0.01% 744
2024
Q2
$2.15K Hold
30
﹤0.01% 680
2024
Q1
$2.24K Hold
30
﹤0.01% 694
2023
Q4
$1.96K Hold
30
﹤0.01% 674
2023
Q3
$1.79K Buy
30
+2
+7% +$119 ﹤0.01% 685
2023
Q2
$1.75K Sell
28
-4
-13% -$250 ﹤0.01% 653
2023
Q1
$2.09K Buy
32
+3
+10% +$196 ﹤0.01% 592
2022
Q4
$1.71K Buy
29
+16
+123% +$942 ﹤0.01% 698
2022
Q3
$1K Buy
+13
New +$1K ﹤0.01% 677
2022
Q1
$0 Buy
+3
New ﹤0.01% 842