Welch & Forbes’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
5,965
| – | – | 0.01% | 291 |
|
|
2025
Q1 | $400K | Hold |
5,965
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $402K | Hold |
5,965
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $440K | Hold |
5,965
| – | – | 0.01% | 302 |
|
|
2024
Q2 | $414K | Hold |
5,965
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $445K | Hold |
5,965
| – | – | 0.01% | 296 |
|
|
2023
Q4 | $390K | Sell |
5,965
-400
| -6% | -$26.1K | 0.01% | 309 |
|
|
2023
Q3 | $380K | Hold |
6,365
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $398K | Hold |
6,365
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $416K | Hold |
6,365
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $375K | Hold |
6,365
| – | – | 0.01% | 311 |
|
|
2022
Q3 | $312K | Buy |
+6,365
| New | +$312K | 0.01% | 317 |
|