Caldwell Trust’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Sell |
4,805
-16
|
|
||||
|
2025
Q1 | $988K | Buy |
4,821
+385
|
|
||||
|
2024
Q4 | $1.02M | Hold |
4,436
|
|
||||
|
2024
Q3 | $1.23M | Sell |
4,436
-156
|
|
||||
|
2024
Q2 | $1.15M | Buy |
4,592
+1,395
|
|
||||
|
2024
Q1 | $798K | Sell |
3,197
-35
|
|
||||
|
2023
Q4 | $748K | Sell |
3,232
-652
|
|
||||
|
2023
Q3 | $854K | Buy |
3,884
+395
|
|
||||
|
2023
Q2 | $742K | Buy |
3,489
+196
|
|
||||
|
2023
Q1 | $736K | Buy |
3,293
+230
|
|
||||
|
2022
Q4 | $721K | Sell |
3,063
-95
|
|
||||
|
2022
Q3 | $723K | Buy |
3,158
+197
|
|
||||
|
2022
Q2 | $665K | Hold |
2,961
|
|
||||
|
2022
Q1 | $770K | Hold |
2,961
|
|
||||
|
2021
Q4 | $864K | Buy |
2,961
+9
|
|
||||
|
2021
Q3 | $797K | Hold |
2,952
|
|
||||
|
2021
Q2 | $702K | Sell |
2,952
-25
|
|
||||
|
2021
Q1 | $594K | Hold |
2,977
|
|
||||
|
2020
Q4 | $586K | Sell |
2,977
-564
|
|
||||
|
2020
Q3 | $676K | Sell |
3,541
-304
|
|
||||
|
2020
Q2 | $603K | Hold |
3,845
|
|
||||
|
2020
Q1 | $472K | Hold |
3,845
|
|
||||
|
2019
Q4 | $523K | Buy |
+3,845
|
|