EFS
Essex Financial Services’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
6,479
+302
| +5% | +$59.7K | 0.08% | 210 |
|
|
2025
Q1 | $1.27M | Buy |
6,177
+123
| +2% | +$25.2K | 0.09% | 197 |
|
|
2024
Q4 | $1.39M | Sell |
6,054
-116
| -2% | -$26.6K | 0.1% | 181 |
|
|
2024
Q3 | $1.61M | Sell |
6,170
-53
| -0.9% | -$13.8K | 0.12% | 165 |
|
|
2024
Q2 | $1.67M | Buy |
6,223
+560
| +10% | +$150K | 0.12% | 160 |
|
|
2024
Q1 | $1.41M | Buy |
5,663
+135
| +2% | +$33.7K | 0.13% | 159 |
|
|
2023
Q4 | $1.28M | Sell |
5,528
-924
| -14% | -$214K | 0.13% | 152 |
|
|
2023
Q3 | $1.6M | Hold |
6,452
| – | – | 0.19% | 114 |
|
|
2023
Q2 | $1.55M | Sell |
6,452
-122
| -2% | -$29.3K | 0.18% | 122 |
|
|
2023
Q1 | $1.66M | Buy |
6,574
+276
| +4% | +$69.6K | 0.17% | 121 |
|
|
2022
Q4 | $1.67M | Sell |
6,298
-120
| -2% | -$31.8K | 0.18% | 117 |
|
|
2022
Q3 | $1.66M | Buy |
6,418
+51
| +0.8% | +$13.2K | 0.2% | 113 |
|
|
2022
Q2 | $1.61M | Buy |
6,367
+11
| +0.2% | +$2.79K | 0.18% | 117 |
|
|
2022
Q1 | $1.87M | Sell |
6,356
-564
| -8% | -$165K | 0.18% | 120 |
|
|
2021
Q4 | $2.28M | Buy |
6,920
+191
| +3% | +$62.8K | 0.23% | 94 |
|
|
2021
Q3 | $2.05M | Buy |
6,729
+647
| +11% | +$197K | 0.23% | 99 |
|
|
2021
Q2 | $1.37M | Hold |
6,082
| – | – | 0.2% | 113 |
|
|
2021
Q1 | $1.37M | Buy |
6,082
+229
| +4% | +$51.5K | 0.25% | 98 |
|
|
2020
Q4 | $1.39M | Buy |
+5,853
| New | +$1.39M | 0.28% | 89 |
|
|
2020
Q2 | – | Sell |
-6,806
| Closed | -$942K | – | 245 |
|
|
2020
Q1 | $942K | Hold |
6,806
| – | – | 0.34% | 80 |
|
|
2019
Q4 | $1.05M | Hold |
6,806
| – | – | 0.29% | 84 |
|
|
2019
Q3 | $983K | Buy |
6,806
+18
| +0.3% | +$2.6K | 0.32% | 82 |
|
|
2019
Q2 | $970K | Hold |
6,788
| – | – | 0.29% | 83 |
|
|
2019
Q1 | $896K | Sell |
6,788
-235
| -3% | -$31K | 0.27% | 85 |
|
|
2018
Q4 | $724K | Sell |
7,023
-600
| -8% | -$61.9K | 0.22% | 95 |
|
|
2018
Q3 | $828K | Hold |
7,623
| – | – | 0.18% | 109 |
|
|
2018
Q2 | $752K | Buy |
7,623
+218
| +3% | +$21.5K | 0.18% | 116 |
|
|
2018
Q1 | $725K | Buy |
+7,405
| New | +$725K | 0.14% | 155 |
|
|
2017
Q2 | – | Sell |
-4,791
| Closed | -$410K | – | 355 |
|
|
2017
Q1 | $410K | Sell |
4,791
-744
| -13% | -$63.7K | 0.09% | 207 |
|
|
2016
Q4 | $431K | Buy |
5,535
+650
| +13% | +$50.6K | 0.09% | 195 |
|
|
2016
Q3 | $383K | Sell |
4,885
-127
| -3% | -$9.96K | 0.09% | 209 |
|
|
2016
Q2 | $506K | Sell |
5,012
-42
| -0.8% | -$4.24K | 0.12% | 160 |
|
|
2016
Q1 | $479K | Sell |
5,054
-95
| -2% | -$9K | 0.12% | 173 |
|
|
2015
Q4 | $478K | Buy |
5,149
+46
| +0.9% | +$4.27K | 0.11% | 178 |
|
|
2015
Q3 | $435K | Sell |
5,103
-1,460
| -22% | -$124K | 0.11% | 191 |
|
|
2015
Q2 | $562K | Buy |
6,563
+81
| +1% | +$6.94K | 0.14% | 159 |
|
|
2015
Q1 | $550K | Sell |
6,482
-25
| -0.4% | -$2.12K | 0.14% | 169 |
|
|
2014
Q4 | $558K | Buy |
6,507
+25
| +0.4% | +$2.14K | 0.15% | 161 |
|
|
2014
Q3 | $493K | Buy |
6,482
+250
| +4% | +$19K | 0.15% | 160 |
|
|
2014
Q2 | $491K | Hold |
6,232
| – | – | 0.15% | 164 |
|
|
2014
Q1 | $467K | Buy |
6,232
+3,041
| +95% | +$228K | 0.15% | 151 |
|
|
2013
Q4 | $246K | Sell |
3,191
-774
| -20% | -$59.7K | 0.08% | 232 |
|
|
2013
Q3 | $275 | Buy |
3,965
+545
| +16% | +$38 | 0.09% | 201 |
|
|
2013
Q2 | $216K | Buy |
+3,420
| New | +$216K | 0.08% | 234 |
|