Curi Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,077
| Closed | -$6.5M | – | 38 |
|
|
2023
Q4 | $6.5M | Sell |
28,077
-7,641
| -21% | -$1.77M | 0.9% | 38 |
|
|
2023
Q3 | $7.86M | Sell |
35,718
-1,015
| -3% | -$223K | 1.2% | 31 |
|
|
2023
Q2 | $7.82M | Sell |
36,733
-2,692
| -7% | -$573K | 1.06% | 32 |
|
|
2023
Q1 | $8.81M | Sell |
39,425
-3,459
| -8% | -$773K | 1.27% | 29 |
|
|
2022
Q4 | $10.1M | Sell |
42,884
-1,284
| -3% | -$302K | 1.42% | 28 |
|
|
2022
Q3 | $10.1M | Buy |
44,168
+1,730
| +4% | +$396K | 1.68% | 24 |
|
|
2022
Q2 | $9.54M | Buy |
42,438
+5,788
| +16% | +$1.3M | 1.84% | 23 |
|
|
2022
Q1 | $9.53M | Buy |
36,650
+1,354
| +4% | +$352K | 1.65% | 25 |
|
|
2021
Q4 | $10.3M | Buy |
35,296
+34,094
| +2,836% | +$9.94M | 1.78% | 24 |
|
|
2021
Q3 | $324K | Sell |
1,202
-438
| -27% | -$118K | 0.15% | 61 |
|
|
2021
Q2 | $390K | Buy |
1,640
+1
| +0.1% | +$238 | 0.2% | 54 |
|
|
2021
Q1 | $327K | Hold |
1,639
| – | – | 0.21% | 59 |
|
|
2020
Q4 | $322K | Buy |
+1,639
| New | +$322K | 0.23% | 54 |
|