J.W. Cole 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 | $875K | Buy |
4,429
+1,569
| +55% | +$310K | 0.02% | 711 |
|
2025
Q1 | $586K | Buy |
2,860
+274
| +11% | +$56.2K | 0.02% | 718 |
|
2024
Q4 | $594K | Buy |
2,586
+446
| +21% | +$102K | 0.02% | 553 |
|
2024
Q3 | $595K | Sell |
2,140
-31
| -1% | -$8.62K | 0.02% | 543 |
|
2024
Q2 | $543K | Sell |
2,171
-772
| -26% | -$193K | 0.03% | 506 |
|
2024
Q1 | $735K | Buy |
2,943
+861
| +41% | +$215K | 0.04% | 416 |
|
2023
Q4 | $482K | Sell |
2,082
-389
| -16% | -$90K | 0.03% | 498 |
|
2023
Q3 | $544K | Sell |
2,471
-203
| -8% | -$44.7K | 0.04% | 395 |
|
2023
Q2 | $569K | Buy |
2,674
+266
| +11% | +$56.6K | 0.04% | 391 |
|
2023
Q1 | $538K | Sell |
2,408
-10
| -0.4% | -$2.24K | 0.04% | 428 |
|
2022
Q4 | $569K | Buy |
2,418
+70
| +3% | +$16.5K | 0.04% | 393 |
|
2022
Q3 | $538K | Buy |
2,348
+10
| +0.4% | +$2.29K | 0.04% | 379 |
|
2022
Q2 | $525K | Sell |
2,338
-67
| -3% | -$15K | 0.04% | 396 |
|
2022
Q1 | $625K | Buy |
2,405
+571
| +31% | +$148K | 0.04% | 391 |
|
2021
Q4 | $535K | Buy |
1,834
+168
| +10% | +$49K | 0.03% | 441 |
|
2021
Q3 | $450K | Buy |
1,666
+138
| +9% | +$37.3K | 0.03% | 280 |
|
2021
Q2 | $364K | Sell |
1,528
-936
| -38% | -$223K | 0.03% | 520 |
|
2021
Q1 | $492K | Buy |
2,464
+321
| +15% | +$64.1K | 0.05% | 392 |
|
2020
Q4 | $422K | Buy |
2,143
+389
| +22% | +$76.6K | 0.04% | 383 |
|
2020
Q3 | $335K | Buy |
+1,754
| New | +$335K | 0.03% | 509 |
|
2020
Q1 | – | Sell |
-1,979
| Closed | -$269K | – | 191 |
|
2019
Q4 | $269K | Buy |
+1,979
| New | +$269K | 0.03% | 441 |
|