USA Financial Formulas’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 | $98.8K | Sell |
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|
2025
Q2 | $83.9K | Sell |
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|
2025
Q1 | $85.1K | Buy |
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|
2024
Q4 | $70.2K | Sell |
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|
2024
Q3 | $80.2K | Sell |
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|
2024
Q2 | $89.1K | Sell |
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|
2024
Q1 | $123K | Buy |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q3 | $73.8K | Hold |
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|
2023
Q2 | $77.3K | Sell |
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|
2023
Q1 | $124K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $2K | Buy |
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