CM Wealth Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
1,189
| – | – | 0.07% | 78 |
|
|
2025
Q1 | $244K | Hold |
1,189
| – | – | 0.08% | 77 |
|
|
2024
Q4 | $273K | Hold |
1,189
| – | – | 0.09% | 71 |
|
|
2024
Q3 | $331K | Buy |
+1,189
| New | +$331K | 0.11% | 69 |
|
|
2024
Q2 | – | Sell |
-2,472
| Closed | -$615K | – | 100 |
|
|
2024
Q1 | $615K | Buy |
+2,472
| New | +$615K | 0.18% | 65 |
|
|
2023
Q3 | – | Sell |
-4,020
| Closed | -$927K | – | 101 |
|
|
2023
Q2 | $927K | Sell |
4,020
-10,162
| -72% | -$2.34M | 0.3% | 33 |
|
|
2023
Q1 | $2.93M | Buy |
+14,182
| New | +$2.93M | 0.57% | 21 |
|