Verdence Capital Advisors’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
8,371
+185
+2% +$12.8K 0.04% 369
2025
Q1
$549K Buy
+8,186
New +$549K 0.04% 354