Heritage Wealth Management (Arizona)’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $793K | Buy |
3,370
+1,722
| +104% | +$405K | 0.11% | 133 |
|
2022
Q3 | $377K | Buy |
1,648
+18
| +1% | +$4.12K | 0.12% | 123 |
|
2022
Q2 | $366K | Sell |
1,630
-10
| -0.6% | -$2.25K | 0.12% | 126 |
|
2022
Q1 | $427K | Buy |
+1,640
| New | +$427K | 0.12% | 141 |
|
2021
Q3 | $447K | Sell |
1,655
-105
| -6% | -$28.4K | 0.16% | 103 |
|
2021
Q2 | $419K | Sell |
1,760
-34
| -2% | -$8.09K | 0.16% | 108 |
|
2021
Q1 | $358K | Buy |
+1,794
| New | +$358K | 0.2% | 90 |
|