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 |
|