Tocqueville Asset 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
Q1 | – | Sell |
|
|||||
2024
Q4 | $1.87M | Sell |
|
|||||
2024
Q3 | $2.15M | Sell |
|
|||||
2024
Q2 | $2.6M | Sell |
|
|||||
2024
Q1 | $4.32M | Buy |
|
|||||
2023
Q4 | $3.78M | Buy |
|
|||||
2023
Q3 | $3.41M | Sell |
|
|||||
2023
Q2 | $4.4M | Buy |
|
|||||
2023
Q1 | $4.57M | Sell |
|
|||||
2022
Q4 | $12.8M | Sell |
|
|||||
2022
Q3 | $12.4M | Buy |
|
|||||
2022
Q2 | $12M | Sell |
|
|||||
2022
Q1 | $28.5M | Buy |
|
|||||
2021
Q4 | $30.7M | Sell |
|
|||||
2021
Q3 | $30.2M | Sell |
|
|||||
2021
Q2 | $33.6M | Buy |
|
|||||
2021
Q1 | $26.4M | Buy |
|
|||||
2020
Q4 | $21.1M | Buy |
|
|||||
2020
Q3 | $11.2M | Buy |
|
|||||
2017
Q2 | – | Sell |
|
|||||
2017
Q1 | $289K | Hold |
|
|||||
2016
Q4 | $267K | Buy |
|
|||||
2014
Q4 | – | Sell |
|
|||||
2014
Q3 | $341K | Sell |
|
|||||
2014
Q2 | $436K | Sell |
|
|||||
2014
Q1 | $538K | Hold |
|
|||||
2013
Q4 | $552K | Hold |
|
|||||
2013
Q3 | $484K | Hold |
|
|||||
2013
Q2 | $453K | Buy |
|