Circle Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
+1,692
| New | +$334K | 0.01% | 188 |
|
|
2023
Q4 | – | Sell |
-1,413
| Closed | -$311K | – | 187 |
|
|
2023
Q3 | $311K | Buy |
+1,413
| New | +$311K | 0.01% | 165 |
|
|
2022
Q1 | – | Sell |
-814
| Closed | -$238K | – | 190 |
|
|
2021
Q4 | $238K | Hold |
814
| – | – | 0.03% | 180 |
|
|
2021
Q3 | $220K | Buy |
+814
| New | +$220K | 0.03% | 167 |
|
|
2021
Q1 | – | Sell |
-1,433
| Closed | -$282K | – | 171 |
|
|
2020
Q4 | $282K | Buy |
1,433
+117
| +9% | +$23K | 0.04% | 196 |
|
|
2020
Q3 | $251K | Buy |
+1,316
| New | +$251K | 0.04% | 175 |
|