Welch & Forbes’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 | $488K | Hold |
|
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|
2025
Q2 | $414K | Hold |
|
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|
2025
Q1 | $400K | Hold |
|
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|
2024
Q4 | $402K | Hold |
|
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|
2024
Q3 | $440K | Hold |
|
|||||
|
2024
Q2 | $414K | Hold |
|
|||||
|
2024
Q1 | $445K | Hold |
|
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|
2023
Q4 | $390K | Sell |
|
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|
2023
Q3 | $380K | Hold |
|
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|
2023
Q2 | $398K | Hold |
|
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|
2023
Q1 | $416K | Hold |
|
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|
2022
Q4 | $375K | Hold |
|
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|
2022
Q3 | $312K | Buy |
|