Fermata Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,752
| Closed | -$359K | – | 244 |
|
|
2025
Q1 | $359K | Sell |
1,752
-333
| -16% | -$68.3K | 0.07% | 198 |
|
|
2024
Q4 | $479K | Buy |
2,085
+6
| +0.3% | +$1.38K | 0.09% | 143 |
|
|
2024
Q3 | $578K | Buy |
2,079
+365
| +21% | +$101K | 0.12% | 111 |
|
|
2024
Q2 | $428K | Buy |
+1,714
| New | +$428K | 0.1% | 122 |
|
|
2024
Q1 | – | Sell |
-1,289
| Closed | -$298K | – | 216 |
|
|
2023
Q4 | $298K | Buy |
1,289
+376
| +41% | +$87K | 0.07% | 131 |
|
|
2023
Q3 | $201K | Buy |
+913
| New | +$201K | 0.06% | 155 |
|