Caliber Wealth Management (Utah)’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2.56M Buy
10,243
+401
+4% +$100K 1.36% 31
2023
Q4
$2.28M Sell
9,842
-547
-5% -$127K 1.34% 32
2023
Q3
$2.28M Buy
10,389
+767
+8% +$169K 1.54% 24
2023
Q2
$2.05M Buy
9,622
+977
+11% +$208K 1.37% 34
2023
Q1
$1.93M Buy
8,645
+1,601
+23% +$358K 1.45% 32
2022
Q4
$1.66M Sell
7,044
-3,331
-32% -$784K 1.27% 33
2022
Q3
$2.38M Buy
10,375
+65
+0.6% +$14.9K 1.88% 16
2022
Q2
$2.32M Sell
10,310
-54
-0.5% -$12.1K 1.8% 17
2022
Q1
$2.7M Buy
10,364
+655
+7% +$170K 1.72% 19
2021
Q4
$2.53M Buy
9,709
+1,441
+17% +$375K 1.74% 17
2021
Q3
$2.23M Sell
8,268
-93
-1% -$25.1K 1.57% 19
2021
Q2
$1.99M Buy
8,361
+286
+4% +$68K 1.41% 19
2021
Q1
$1.61M Buy
8,075
+828
+11% +$165K 1.17% 32
2020
Q4
$1.43M Buy
+7,247
New +$1.43M 1.4% 30