Institute for Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $617K | Sell |
3,122
-8
| -0.3% | -$1.58K | 0.07% | 270 |
|
2025
Q1 | $642K | Sell |
3,130
-174
| -5% | -$35.7K | 0.08% | 249 |
|
2024
Q4 | $758K | Sell |
3,304
-223
| -6% | -$51.2K | 0.1% | 220 |
|
2024
Q3 | $980K | Sell |
3,527
-15
| -0.4% | -$4.17K | 0.12% | 181 |
|
2024
Q2 | $885K | Sell |
3,542
-14
| -0.4% | -$3.5K | 0.12% | 181 |
|
2024
Q1 | $888K | Buy |
3,556
+94
| +3% | +$23.5K | 0.11% | 181 |
|
2023
Q4 | $801K | Sell |
3,462
-326
| -9% | -$75.4K | 0.13% | 181 |
|
2023
Q3 | $833K | Sell |
3,788
-14
| -0.4% | -$3.08K | 0.15% | 165 |
|
2023
Q2 | $809K | Hold |
3,802
| – | – | 0.14% | 172 |
|
2023
Q1 | $850K | Buy |
3,802
+32
| +0.8% | +$7.15K | 0.16% | 156 |
|
2022
Q4 | $887K | Buy |
3,770
+59
| +2% | +$13.9K | 0.19% | 147 |
|
2022
Q3 | $850K | Hold |
3,711
| – | – | 0.19% | 143 |
|
2022
Q2 | $834K | Hold |
3,711
| – | – | 0.16% | 159 |
|
2022
Q1 | $965K | Buy |
3,711
+151
| +4% | +$39.3K | 0.16% | 162 |
|
2021
Q4 | $1.04M | Sell |
3,560
-20
| -0.6% | -$5.83K | 0.17% | 152 |
|
2021
Q3 | $966K | Buy |
3,580
+356
| +11% | +$96.1K | 0.17% | 155 |
|
2021
Q2 | $767K | Sell |
3,224
-18
| -0.6% | -$4.28K | 0.13% | 187 |
|
2021
Q1 | $647K | Sell |
3,242
-176
| -5% | -$35.1K | 0.12% | 207 |
|
2020
Q4 | $673K | Sell |
3,418
-972
| -22% | -$191K | 0.13% | 194 |
|
2020
Q3 | $838K | Buy |
4,390
+158
| +4% | +$30.2K | 0.19% | 135 |
|
2020
Q2 | $663K | Buy |
4,232
+142
| +3% | +$22.2K | 0.16% | 175 |
|
2020
Q1 | $502K | Sell |
4,090
-795
| -16% | -$97.6K | 0.15% | 180 |
|
2019
Q4 | $665K | Buy |
4,885
+14
| +0.3% | +$1.91K | 0.15% | 205 |
|
2019
Q3 | $624K | Sell |
4,871
-56
| -1% | -$7.17K | 0.16% | 192 |
|
2019
Q2 | $624K | Sell |
4,927
-2,399
| -33% | -$304K | 0.14% | 219 |
|
2019
Q1 | $857K | Buy |
+7,326
| New | +$857K | 0.19% | 152 |
|
2018
Q1 | – | Sell |
-6,919
| Closed | -$555K | – | 287 |
|
2017
Q4 | $555K | Buy |
+6,919
| New | +$555K | 0.13% | 209 |
|
2017
Q3 | – | Sell |
-6,573
| Closed | -$494K | – | 277 |
|
2017
Q2 | $494K | Buy |
+6,573
| New | +$494K | 0.14% | 226 |
|