Cassady Schiller Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $249K | Buy |
1,083
+30
| +3% | +$6.89K | 0.09% | 107 |
|
|
2024
Q3 | $293K | Hold |
1,053
| – | – | 0.11% | 95 |
|
|
2024
Q2 | $263K | Hold |
1,053
| – | – | 0.11% | 94 |
|
|
2024
Q1 | $263K | Sell |
1,053
-47
| -4% | -$11.7K | 0.12% | 94 |
|
|
2023
Q4 | $254K | Sell |
1,100
-141
| -11% | -$32.6K | 0.13% | 89 |
|
|
2023
Q3 | $273K | Hold |
1,241
| – | – | 0.15% | 81 |
|
|
2023
Q2 | $264K | Sell |
1,241
-208
| -14% | -$44.2K | 0.14% | 86 |
|
|
2023
Q1 | $324K | Hold |
1,449
| – | – | 0.15% | 80 |
|
|
2022
Q4 | $341K | Sell |
1,449
-340
| -19% | -$80K | 0.21% | 78 |
|
|
2022
Q3 | $410K | Buy |
1,789
+298
| +20% | +$68.3K | 0.24% | 68 |
|
|
2022
Q2 | $335K | Buy |
1,491
+22
| +1% | +$4.94K | 0.18% | 73 |
|
|
2022
Q1 | $382K | Buy |
1,469
+5
| +0.3% | +$1.3K | 0.18% | 75 |
|
|
2021
Q4 | $427K | Buy |
+1,464
| New | +$427K | 0.26% | 59 |
|