Alera Investment Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $723K | Sell |
2,601
-60
| -2% | -$16.7K | 0.08% | 97 |
|
|
2024
Q2 | $665K | Buy |
2,661
+790
| +42% | +$197K | 0.08% | 98 |
|
|
2024
Q1 | $467K | Buy |
1,871
+51
| +3% | +$12.7K | 0.06% | 122 |
|
|
2023
Q4 | $421K | Sell |
1,820
-237
| -12% | -$54.8K | 0.06% | 126 |
|
|
2023
Q3 | $452K | Sell |
2,057
-73
| -3% | -$16.1K | 0.07% | 118 |
|
|
2023
Q2 | $453K | Sell |
2,130
-45
| -2% | -$9.57K | 0.1% | 117 |
|
|
2023
Q1 | $486K | Sell |
2,175
-353
| -14% | -$78.9K | 0.11% | 116 |
|
|
2022
Q4 | $595K | Sell |
2,528
-221
| -8% | -$52K | 0.14% | 92 |
|
|
2022
Q3 | $630K | Buy |
2,749
+17
| +0.6% | +$3.9K | 0.18% | 78 |
|
|
2022
Q2 | $614K | Sell |
2,732
-315
| -10% | -$70.8K | 0.17% | 86 |
|
|
2022
Q1 | $792K | Buy |
3,047
+1,510
| +98% | +$392K | 0.18% | 76 |
|
|
2021
Q4 | $449K | Buy |
1,537
+67
| +5% | +$19.6K | 0.12% | 55 |
|
|
2021
Q3 | $397K | Buy |
1,470
+145
| +11% | +$39.2K | 0.12% | 61 |
|
|
2021
Q2 | $315K | Buy |
1,325
+2
| +0.2% | +$475 | 0.09% | 75 |
|
|
2021
Q1 | $264K | Buy |
1,323
+21
| +2% | +$4.19K | 0.09% | 79 |
|
|
2020
Q4 | $256K | Hold |
1,302
| – | – | 0.09% | 73 |
|
|
2020
Q3 | $249K | Hold |
1,302
| – | – | 0.1% | 70 |
|
|
2020
Q2 | $204K | Buy |
+1,302
| New | +$204K | 0.11% | 73 |
|
|
2020
Q1 | – | Sell |
-1,616
| Closed | -$220K | – | 68 |
|
|
2019
Q4 | $220K | Sell |
1,616
-1,091
| -40% | -$149K | 0.1% | 56 |
|
|
2019
Q3 | $347K | Sell |
2,707
-190
| -7% | -$24.4K | 0.17% | 44 |
|
|
2019
Q2 | $367K | Buy |
2,897
+19
| +0.7% | +$2.41K | 0.19% | 46 |
|
|
2019
Q1 | $337K | Sell |
2,878
-168
| -6% | -$19.7K | 0.16% | 50 |
|
|
2018
Q4 | $278K | Buy |
+3,046
| New | +$278K | 0.17% | 69 |
|