BWM
Baystate Wealth Management’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $193K | Buy |
835
+108
| +15% | +$25K | 0.01% | 205 |
|
|
2023
Q3 | $180K | Sell |
727
-28
| -4% | -$6.95K | 0.01% | 207 |
|
|
2023
Q2 | $181K | Buy |
755
+250
| +50% | +$60.1K | 0.01% | 195 |
|
|
2023
Q1 | $127K | Buy |
505
+33
| +7% | +$8.32K | 0.01% | 223 |
|
|
2022
Q4 | $126K | Hold |
472
| – | – | 0.01% | 228 |
|
|
2022
Q3 | $122K | Sell |
472
-67
| -12% | -$17.3K | 0.01% | 217 |
|
|
2022
Q2 | $137K | Sell |
539
-33
| -6% | -$8.39K | 0.01% | 204 |
|
|
2022
Q1 | $168K | Sell |
572
-17
| -3% | -$4.99K | 0.01% | 185 |
|
|
2021
Q4 | $194K | Buy |
589
+33
| +6% | +$10.9K | 0.02% | 183 |
|
|
2021
Q3 | $169K | Buy |
556
+5
| +0.9% | +$1.52K | 0.02% | 164 |
|
|
2021
Q2 | $148K | Buy |
551
+51
| +10% | +$13.7K | 0.01% | 172 |
|
|
2021
Q1 | $113K | Buy |
500
+201
| +67% | +$45.4K | 0.01% | 182 |
|
|
2020
Q4 | $67K | Buy |
299
+9
| +3% | +$2.02K | 0.01% | 219 |
|
|
2020
Q3 | $62K | Sell |
290
-1,734
| -86% | -$371K | 0.01% | 198 |
|
|
2020
Q2 | $358K | Buy |
2,024
+52
| +3% | +$9.2K | 0.04% | 84 |
|
|
2020
Q1 | $273K | Buy |
1,972
+2
| +0.1% | +$277 | 0.04% | 87 |
|
|
2019
Q4 | $302K | Buy |
1,970
+60
| +3% | +$9.2K | 0.04% | 91 |
|
|
2019
Q3 | $276K | Sell |
1,910
-402
| -17% | -$58.1K | 0.04% | 93 |
|
|
2019
Q2 | $333K | Sell |
2,312
-213
| -8% | -$30.7K | 0.04% | 79 |
|
|
2019
Q1 | $327K | Hold |
2,525
| – | – | 0.04% | 83 |
|
|
2018
Q4 | $271K | Buy |
2,525
+153
| +6% | +$16.4K | 0.04% | 85 |
|
|
2018
Q3 | $246K | Buy |
2,372
+457
| +24% | +$47.4K | 0.04% | 77 |
|
|
2018
Q2 | $189K | Hold |
1,915
| – | – | 0.03% | 90 |
|
|
2018
Q1 | $194K | Sell |
1,915
-200
| -9% | -$20.3K | 0.03% | 85 |
|
|
2017
Q4 | $211K | Buy |
2,115
+157
| +8% | +$15.7K | 0.03% | 80 |
|
|
2017
Q3 | $170K | Sell |
1,958
-157
| -7% | -$13.6K | 0.03% | 84 |
|
|
2017
Q2 | $181K | Buy |
2,115
+215
| +11% | +$18.4K | 0.03% | 81 |
|
|
2017
Q1 | $163K | Buy |
1,900
+60
| +3% | +$5.15K | 0.03% | 88 |
|
|
2016
Q4 | $146K | Buy |
+1,840
| New | +$146K | 0.03% | 84 |
|