Ascent Wealth Partners’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-952
| Closed | -$238K | – | 158 |
|
2024
Q2 | $238K | Sell |
952
-152
| -14% | -$38K | 0.03% | 151 |
|
2024
Q1 | $276K | Buy |
1,104
+80
| +8% | +$20K | 0.04% | 151 |
|
2023
Q4 | $237K | Sell |
1,024
-386
| -27% | -$89.3K | 0.04% | 152 |
|
2023
Q3 | $310K | Buy |
1,410
+138
| +11% | +$30.4K | 0.06% | 140 |
|
2023
Q2 | $271K | Buy |
+1,272
| New | +$271K | 0.05% | 144 |
|