Burt Wealth Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-960
| Closed | -$204K | – | 103 |
|
|
2023
Q2 | $204K | Sell |
960
-8
| -0.8% | -$1.69K | 0.06% | 107 |
|
|
2023
Q1 | $216K | Buy |
968
+8
| +0.8% | +$1.82K | 0.07% | 101 |
|
|
2022
Q4 | $226K | Hold |
960
| – | – | 0.08% | 101 |
|
|
2022
Q3 | $220K | Sell |
960
-35
| -4% | -$8.57K | 0.09% | 80 |
|
|
2022
Q2 | $224K | Hold |
995
| – | – | 0.08% | 87 |
|
|
2022
Q1 | $259K | Buy |
995
+68
| +7% | +$17K | 0.08% | 84 |
|
|
2021
Q4 | $270K | Hold |
927
| – | – | 0.09% | 77 |
|
|
2021
Q3 | $250K | Hold |
927
| – | – | 0.08% | 85 |
|
|
2021
Q2 | $221K | Buy |
+927
| New | +$206K | 0.08% | 89 |
|
|
2021
Q1 | – | Sell |
-927
| Closed | -$183K | – | 154 |
|
|
2020
Q4 | $183K | Hold |
927
| – | – | 0.06% | 92 |
|
|
2020
Q3 | $177K | Buy |
927
+13
| +1% | +$2.31K | 0.07% | 90 |
|
|
2020
Q2 | $143K | Hold |
914
| – | – | 0.06% | 102 |
|
|
2020
Q1 | $112K | Buy |
914
+35
| +4% | +$4.72K | 0.05% | 105 |
|
|
2019
Q4 | $120K | Hold |
879
| – | – | 0.05% | 114 |
|
|
2019
Q3 | $113K | Hold |
879
| – | – | 0.05% | 119 |
|
|
2019
Q2 | $111K | Hold |
879
| – | – | 0.05% | 121 |
|
|
2019
Q1 | $103K | Hold |
879
| – | – | 0.05% | 122 |
|
|
2018
Q4 | $80K | Buy |
879
+259
| +42% | +$23.5K | 0.04% | 138 |
|
|
2018
Q3 | $60K | Hold |
620
| – | – | 0.03% | 174 |
|
|
2018
Q2 | $54K | Hold |
620
| – | – | 0.03% | 172 |
|
|
2018
Q1 | $54K | Hold |
620
| – | – | 0.03% | 173 |
|
|
2017
Q4 | $51K | Hold |
620
| – | – | 0.03% | 179 |
|
|
2017
Q3 | $47K | Hold |
620
| – | – | 0.03% | 182 |
|
|
2017
Q2 | $46K | Hold |
620
| – | – | 0.03% | 190 |
|
|
2017
Q1 | $47K | Sell |
620
-290
| -32% | -$21.6K | 0.03% | 171 |
|
|
2016
Q4 | $63K | Buy |
910
+290
| +47% | +$20.1K | 0.06% | 150 |
|
|
2016
Q3 | $43K | Sell |
620
-198
| -24% | -$14K | 0.05% | 168 |
|
|
2016
Q2 | $55K | Hold |
818
| – | – | 0.06% | 145 |
|
|
2016
Q1 | $52K | Sell |
818
-186
| -19% | -$11.1K | 0.05% | 163 |
|
|
2015
Q4 | $62K | Hold |
1,004
| – | – | 0.05% | 132 |
|
|
2015
Q3 | $57K | Buy |
1,004
+186
| +23% | +$11K | 0.07% | 125 |
|
|
2015
Q2 | $47K | Hold |
818
| – | – | 0.05% | 150 |
|
|
2015
Q1 | $47K | Hold |
818
| – | – | 0.05% | 144 |
|
|
2014
Q4 | $47K | Buy |
+818
| New | +$44.4K | 0.05% | 144 |
|
Other funds holding DHR
Burt Wealth Advisors's DHR Position: Q3 2023 in Review
Burt Wealth Advisors sold out of Danaher (DHR) in Q3 2023, closing a stake of 960 shares — an estimated $204K sold.
Burt Wealth Advisors first reported a position in DHR in Q4 2014 and held it in 34 quarters. The position peaked at $270K in Q4 2021. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.
- Burt Wealth Advisors reported no remaining Danaher position as of Q3 2023 after selling out during the quarter.
- Burt Wealth Advisors sold 960 Danaher shares in Q3 2023, an estimated $204K.
- Burt Wealth Advisors first reported a position in Danaher in Q4 2014 and held it in 34 quarters.
- Burt Wealth Advisors's Danaher position peaked at $270K in Q4 2021.
- 2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.
Based on Burt Wealth Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.