Capital Planning Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-996
| Closed | -$229K | – | 138 |
|
|
2024
Q4 | $229K | Buy |
996
+2
| +0.2% | +$459 | 0.04% | 131 |
|
|
2024
Q3 | $276K | Buy |
994
+7
| +0.7% | +$1.95K | 0.04% | 121 |
|
|
2024
Q2 | $247K | Hold |
987
| – | – | 0.04% | 126 |
|
|
2024
Q1 | $246K | Buy |
987
+36
| +4% | +$8.99K | 0.04% | 129 |
|
|
2023
Q4 | $220K | Sell |
951
-233
| -20% | -$53.9K | 0.04% | 128 |
|
|
2023
Q3 | $261K | Sell |
1,184
-6,360
| -84% | -$1.4M | 0.05% | 109 |
|
|
2023
Q2 | $1.61M | Sell |
7,544
-1,621
| -18% | -$345K | 0.33% | 58 |
|
|
2023
Q1 | $2.05M | Sell |
9,165
-68
| -0.7% | -$15.2K | 0.44% | 54 |
|
|
2022
Q4 | $2.17M | Sell |
9,233
-671
| -7% | -$158K | 0.52% | 47 |
|
|
2022
Q3 | $2.27M | Buy |
9,904
+713
| +8% | +$163K | 0.61% | 42 |
|
|
2022
Q2 | $2.07M | Sell |
9,191
-127
| -1% | -$28.5K | 0.55% | 46 |
|
|
2022
Q1 | $2.42M | Buy |
9,318
+649
| +7% | +$169K | 0.52% | 48 |
|
|
2021
Q4 | $2.53M | Buy |
8,669
+961
| +12% | +$280K | 0.48% | 51 |
|
|
2021
Q3 | $2.08M | Sell |
7,708
-58
| -0.7% | -$15.7K | 0.43% | 58 |
|
|
2021
Q2 | $1.85M | Sell |
7,766
-132
| -2% | -$31.4K | 0.38% | 68 |
|
|
2021
Q1 | $1.58M | Buy |
7,898
+3,556
| +82% | +$710K | 0.35% | 69 |
|
|
2020
Q4 | $855K | Buy |
4,342
+1,862
| +75% | +$367K | 0.21% | 81 |
|
|
2020
Q3 | $474K | Buy |
2,480
+698
| +39% | +$133K | 0.13% | 94 |
|
|
2020
Q2 | $279K | Buy |
+1,782
| New | +$279K | 0.08% | 114 |
|