BerganKDV Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $684K | Sell |
3,215
-144
| -4% | -$30.6K | 0.07% | 152 |
|
2023
Q1 | $751K | Buy |
3,359
+109
| +3% | +$24.4K | 0.08% | 148 |
|
2022
Q4 | $765K | Buy |
3,250
+66
| +2% | +$15.5K | 0.08% | 143 |
|
2022
Q3 | $729K | Buy |
3,184
+186
| +6% | +$42.6K | 0.09% | 138 |
|
2022
Q2 | $674K | Hold |
2,998
| – | – | 0.08% | 149 |
|
2022
Q1 | $780K | Sell |
2,998
-16
| -0.5% | -$4.16K | 0.08% | 140 |
|
2021
Q4 | $879K | Sell |
3,014
-73
| -2% | -$21.3K | 0.09% | 142 |
|
2021
Q3 | $833K | Hold |
3,087
| – | – | 0.09% | 134 |
|
2021
Q2 | $734K | Hold |
3,087
| – | – | 0.09% | 144 |
|
2021
Q1 | $616K | Sell |
3,087
-9
| -0.3% | -$1.8K | 0.08% | 158 |
|
2020
Q4 | $610K | Buy |
3,096
+59
| +2% | +$11.6K | 0.09% | 145 |
|
2020
Q3 | $580K | Sell |
3,037
-135
| -4% | -$25.8K | 0.09% | 142 |
|
2020
Q2 | $497K | Buy |
3,172
+59
| +2% | +$9.24K | 0.09% | 145 |
|
2020
Q1 | $382K | Buy |
3,113
+9
| +0.3% | +$1.1K | 0.08% | 154 |
|
2019
Q4 | $422K | Buy |
3,104
+2,564
| +475% | +$349K | 0.08% | 165 |
|
2019
Q3 | $69K | Sell |
540
-452
| -46% | -$57.8K | 0.01% | 297 |
|
2019
Q2 | $126K | Hold |
992
| – | – | 0.02% | 245 |
|
2019
Q1 | $116K | Hold |
992
| – | – | 0.02% | 263 |
|
2018
Q4 | $91K | Buy |
992
+60
| +6% | +$5.5K | 0.02% | 246 |
|
2018
Q3 | $90K | Sell |
932
-338
| -27% | -$32.6K | 0.02% | 262 |
|
2018
Q2 | $111K | Buy |
+1,270
| New | +$111K | 0.02% | 241 |
|