TPI
Trust Point Inc’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
3,756
+274
| +8% | +$19K | 0.02% | 327 |
|
|
2025
Q1 | $234K | Sell |
3,482
-3,066
| -47% | -$206K | 0.02% | 410 |
|
|
2024
Q4 | $441K | Buy |
6,548
+597
| +10% | +$40.2K | 0.03% | 319 |
|
|
2024
Q3 | $439K | Buy |
5,951
+293
| +5% | +$21.6K | 0.03% | 310 |
|
|
2024
Q2 | $405K | Sell |
5,658
-366
| -6% | -$26.2K | 0.03% | 310 |
|
|
2024
Q1 | $450K | Buy |
6,024
+307
| +5% | +$22.9K | 0.04% | 307 |
|
|
2023
Q4 | $374K | Buy |
+5,717
| New | +$374K | 0.03% | 339 |
|