Consilium Wealth Advisory’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-887
| Closed | -$247K | – | 88 |
|
|
2024
Q3 | $247K | Sell |
887
-139
| -14% | -$38.6K | 0.13% | 76 |
|
|
2024
Q2 | $256K | Hold |
1,026
| – | – | 0.14% | 79 |
|
|
2024
Q1 | $256K | Buy |
1,026
+139
| +16% | +$34.7K | 0.14% | 76 |
|
|
2023
Q4 | $205K | Sell |
887
-114
| -11% | -$26.4K | 0.12% | 83 |
|
|
2023
Q3 | $220K | Hold |
1,001
| – | – | 0.15% | 81 |
|
|
2023
Q2 | $213K | Sell |
1,001
-50
| -5% | -$10.6K | 0.15% | 79 |
|
|
2023
Q1 | $235K | Hold |
1,051
| – | – | 0.2% | 70 |
|
|
2022
Q4 | $247K | Hold |
1,051
| – | – | 0.21% | 71 |
|
|
2022
Q3 | $241K | Sell |
1,051
-109
| -9% | -$25K | 0.27% | 63 |
|
|
2022
Q2 | $261K | Buy |
1,160
+57
| +5% | +$12.8K | 0.28% | 65 |
|
|
2022
Q1 | $287K | Buy |
1,103
+143
| +15% | +$37.2K | 0.21% | 72 |
|
|
2021
Q4 | $280K | Buy |
+960
| New | +$280K | 0.18% | 76 |
|