IWA
IBEX Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,827
| Closed | -$2.71M | – | 141 |
|
|
2024
Q4 | $2.71M | Buy |
+11,827
| New | +$2.71M | 0.32% | 73 |
|
|
2024
Q3 | – | Sell |
-12,561
| Closed | -$3.14M | – | 124 |
|
|
2024
Q2 | $3.14M | Sell |
12,561
-5,841
| -32% | -$1.46M | 0.49% | 64 |
|
|
2024
Q1 | $4.88M | Buy |
18,402
+18,389
| +141,454% | +$4.88M | 1.32% | 30 |
|
|
2023
Q4 | $2.98K | Sell |
13
-13,163
| -100% | -$3.01M | 0.65% | 55 |
|
|
2023
Q3 | $3.27M | Buy |
+13,176
| New | +$3.27M | 0.83% | 41 |
|
|
2023
Q1 | $3.26M | Sell |
12,934
-5,468
| -30% | -$1.38M | 0.85% | 45 |
|
|
2022
Q4 | $4.88M | Buy |
18,402
+4,741
| +35% | +$1.26M | 1.1% | 32 |
|
|
2022
Q3 | $3.53M | Sell |
13,661
-8
| -0.1% | -$2.07K | 0.92% | 38 |
|
|
2022
Q2 | $3.47M | Sell |
13,669
-12,697
| -48% | -$3.22M | 0.8% | 44 |
|
|
2022
Q1 | $7.73M | Sell |
26,366
-7,563
| -22% | -$2.22M | 1.48% | 16 |
|
|
2021
Q4 | $11.2M | Buy |
33,929
+13,066
| +63% | +$4.3M | 1.98% | 5 |
|
|
2021
Q3 | $6.35M | Buy |
20,863
+354
| +2% | +$108K | 1.22% | 20 |
|
|
2021
Q2 | $5.5M | Buy |
20,509
+767
| +4% | +$206K | 1.1% | 23 |
|
|
2021
Q1 | $4.44M | Sell |
19,742
-6,162
| -24% | -$1.39M | 1.1% | 39 |
|
|
2020
Q4 | $5.75M | Sell |
25,904
-519
| -2% | -$115K | 1.5% | 17 |
|
|
2020
Q3 | $5.69M | Sell |
26,423
-246
| -0.9% | -$53K | 1.65% | 15 |
|
|
2020
Q2 | $4.72M | Buy |
26,669
+174
| +0.7% | +$30.8K | 1.52% | 20 |
|
|
2020
Q1 | $3.67M | Sell |
26,495
-240
| -0.9% | -$33.2K | 1.43% | 27 |
|
|
2019
Q4 | $4.1M | Buy |
26,735
+3,756
| +16% | +$576K | 1.26% | 26 |
|
|
2019
Q3 | $3.32M | Sell |
22,979
-5,502
| -19% | -$795K | 1.1% | 32 |
|
|
2019
Q2 | $4.07M | Sell |
28,481
-4
| -0% | -$572 | 1.17% | 24 |
|
|
2019
Q1 | $3.76M | Buy |
28,485
+8,632
| +43% | +$1.14M | 1.32% | 26 |
|
|
2018
Q4 | $2.05M | Buy |
19,853
+3,296
| +20% | +$340K | 0.93% | 40 |
|
|
2018
Q3 | $1.81M | Buy |
16,557
+296
| +2% | +$32.3K | 0.65% | 63 |
|
|
2018
Q2 | $1.56M | Hold |
16,261
| – | – | 0.63% | 63 |
|
|
2018
Q1 | $1.56M | Buy |
16,261
+11,175
| +220% | +$1.07M | 0.63% | 63 |
|
|
2017
Q4 | $484K | Buy |
5,086
+43
| +0.9% | +$4.09K | 0.21% | 72 |
|
|
2017
Q3 | $439K | Hold |
5,043
| – | – | 0.16% | 99 |
|
|
2017
Q2 | $416K | Buy |
+5,043
| New | +$416K | 0.16% | 102 |
|
|
2017
Q1 | – | Sell |
-4,407
| Closed | -$355K | – | 145 |
|
|
2016
Q4 | $355K | Buy |
+4,407
| New | +$355K | 0.17% | 95 |
|