CWP
DHR icon

CFM Wealth Partners’s Danaher DHR Stock Holding History

CFM Wealth Partners’s Portfolio DHR Stock Details DHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,260
Closed -$328K – 166
2022
Q1 		$328K Hold
1,260
– – 0.08% 144
2021
Q4 		$353K Hold
1,260
– – 0.08% 133
2021
Q3 		$340K Sell
1,260
-902
-42% -$246K 0.09% 131
2021
Q2 		$514K Hold
2,162
– – 0.14% 101
2021
Q1 		$431K Sell
2,162
-96
-4% -$19.5K 0.13% 105
2020
Q4 		$445K Sell
2,258
-26
-1% -$5.21K 0.14% 95
2020
Q3 		$436K Hold
2,284
– – 0.16% 91
2020
Q2 		$358K Sell
2,284
-84
-4% -$12.1K 0.14% 102
2020
Q1 		$291K Sell
2,368
-62
-3% -$8.36K 0.14% 105
2019
Q4 		$348K Buy
+2,430
New +$307K 0.13% 107

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return