Vestmark Advisory Solutions’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 | $1.83M | Buy |
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|
2025
Q2 | $1.54M | Sell |
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|
2025
Q1 | $3.22M | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $989K | Sell |
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|
2023
Q3 | $923K | Sell |
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|
2023
Q2 | $973K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $832K | Buy |
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|
2022
Q2 | $666K | Buy |
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|
2022
Q1 | $567K | Buy |
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|
2021
Q4 | $646K | Buy |
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|
2021
Q3 | $625K | Buy |
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $569K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $226K | Buy |
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|
2019
Q2 | $201K | Buy |
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