Summit Trail Advisors’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 | $2.55M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $264K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $218K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9K | Buy |
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