Cornerstone Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,047
| Closed | -$450K | – | 531 |
|
|
2023
Q3 | $450K | Buy |
+2,047
| New | +$450K | 0.04% | 327 |
|
|
2022
Q3 | $222K | Hold |
969
| – | – | 0.02% | 408 |
|
|
2022
Q2 | $218K | Hold |
969
| – | – | 0.02% | 410 |
|
|
2022
Q1 | $252K | Sell |
969
-1,455
| -60% | -$378K | 0.02% | 404 |
|
|
2021
Q4 | $711K | Buy |
+2,424
| New | +$711K | 0.07% | 235 |
|
|
2018
Q4 | – | Sell |
-53,308
| Closed | -$543K | – | 519 |
|
|
2018
Q3 | $543K | Sell |
53,308
-12,330
| -19% | -$126K | 0.01% | 885 |
|
|
2018
Q2 | $593K | Buy |
+65,638
| New | +$593K | 0.01% | 948 |
|