WhitTier Trust Company’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 | $258K | Sell |
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|
2025
Q2 | $239K | Buy |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $192K | Sell |
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|
2023
Q3 | $183K | Hold |
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|
2023
Q2 | $192K | Hold |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $277K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $299K | Sell |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $140K | Hold |
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|
2020
Q3 | $116K | Hold |
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|
2020
Q2 | $117K | Hold |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $145K | Hold |
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|
2019
Q3 | $131K | Hold |
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|
2019
Q2 | $128K | Hold |
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|
2019
Q1 | $126K | Sell |
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|
2018
Q4 | $111K | Buy |
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|
2018
Q3 | $147K | Hold |
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|
2018
Q2 | $113K | Sell |
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|
2018
Q1 | $115K | Hold |
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|
2017
Q4 | $125K | Sell |
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|
2017
Q3 | $118K | Hold |
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|
2017
Q2 | $117K | Hold |
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|
2017
Q1 | $117K | Sell |
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|
2016
Q4 | $147K | Hold |
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|
2016
Q3 | $130K | Sell |
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|
2016
Q2 | $154K | Sell |
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|
2016
Q1 | $166K | Sell |
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|
2015
Q4 | $216K | Sell |
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|
2015
Q3 | $725K | Buy |
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|
2015
Q2 | $778K | Buy |
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|
2015
Q1 | $620K | Buy |
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|
2014
Q4 | $629K | Buy |
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|
2014
Q3 | $648K | Buy |
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|
2014
Q2 | $653K | Buy |
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|
2014
Q1 | $650K | Sell |
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|
2013
Q4 | $668K | Buy |
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|
2013
Q3 | $530K | Sell |
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|
2013
Q2 | $555K | Buy |
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