Curated Wealth Partners’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
1,218
-26
| -2% | -$5.14K | 0.03% | 142 |
|
|
2025
Q1 | $255K | Buy |
1,244
+29
| +2% | +$5.95K | 0.03% | 135 |
|
|
2024
Q4 | $279K | Hold |
1,215
| – | – | 0.03% | 122 |
|
|
2024
Q3 | $338K | Hold |
1,215
| – | – | 0.04% | 101 |
|
|
2024
Q2 | $304K | Buy |
+1,215
| New | +$304K | 0.04% | 110 |
|
|
2024
Q1 | – | Sell |
-1,157
| Closed | -$268K | – | 41 |
|
|
2023
Q4 | $268K | Sell |
1,157
-238
| -17% | -$55.1K | 0.04% | 124 |
|
|
2023
Q3 | $307K | Sell |
1,395
-121
| -8% | -$26.6K | 0.06% | 103 |
|
|
2023
Q2 | $323K | Buy |
1,516
+91
| +6% | +$19.4K | 0.06% | 97 |
|
|
2023
Q1 | $318K | Hold |
1,425
| – | – | 0.07% | 96 |
|
|
2022
Q4 | $335K | Hold |
1,425
| – | – | 0.08% | 86 |
|
|
2022
Q3 | $326K | Sell |
1,425
-82
| -5% | -$18.8K | 0.1% | 87 |
|
|
2022
Q2 | $339K | Sell |
1,507
-423
| -22% | -$95.2K | 0.1% | 93 |
|
|
2022
Q1 | $563K | Hold |
1,930
| – | – | 0.19% | 69 |
|
|
2021
Q4 | $563K | Hold |
1,930
| – | – | 0.18% | 71 |
|
|
2021
Q3 | $521K | Sell |
1,930
-1
| -0.1% | -$270 | 0.29% | 73 |
|
|
2021
Q2 | $459K | Hold |
1,931
| – | – | 0.25% | 78 |
|
|
2021
Q1 | $385K | Sell |
1,931
-538
| -22% | -$107K | 0.24% | 85 |
|
|
2020
Q4 | $486K | Buy |
+2,469
| New | +$486K | 0.32% | 62 |
|