KCS Wealth Advisory’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $227K | Buy |
1,033
+4
| +0.4% | +$880 | 0.1% | 127 |
|
|
2023
Q2 | $219K | Hold |
1,029
| – | – | 0.08% | 142 |
|
|
2023
Q1 | $230K | Hold |
1,029
| – | – | 0.09% | 138 |
|
|
2022
Q4 | $242K | Buy |
1,029
+16
| +2% | +$3.76K | 0.1% | 137 |
|
|
2022
Q3 | $232K | Hold |
1,013
| – | – | 0.11% | 135 |
|
|
2022
Q2 | $228K | Sell |
1,013
-11
| -1% | -$2.48K | 0.1% | 141 |
|
|
2022
Q1 | $266K | Hold |
1,024
| – | – | 0.12% | 137 |
|
|
2021
Q4 | $299K | Buy |
1,024
+4
| +0.4% | +$1.17K | 0.12% | 138 |
|
|
2021
Q3 | $275K | Buy |
1,020
+7
| +0.7% | +$1.89K | 0.13% | 127 |
|
|
2021
Q2 | $241K | Hold |
1,013
| – | – | 0.11% | 141 |
|
|
2021
Q1 | $202K | Sell |
1,013
-65
| -6% | -$13K | 0.1% | 143 |
|
|
2020
Q4 | $212K | Sell |
1,078
-66
| -6% | -$13K | 0.14% | 142 |
|
|
2020
Q3 | $218K | Sell |
1,144
-382
| -25% | -$72.8K | 0.17% | 128 |
|
|
2020
Q2 | $239K | Buy |
+1,526
| New | +$239K | 0.2% | 127 |
|
|
2020
Q1 | – | Sell |
-1,938
| Closed | -$264K | – | 143 |
|
|
2019
Q4 | $264K | Sell |
1,938
-1,340
| -41% | -$183K | 0.2% | 132 |
|
|
2019
Q3 | $420K | Hold |
3,278
| – | – | 0.29% | 111 |
|
|
2019
Q2 | $415K | Hold |
3,278
| – | – | 0.33% | 110 |
|
|
2019
Q1 | $384K | Sell |
3,278
-660
| -17% | -$77.3K | 0.33% | 112 |
|
|
2018
Q4 | $360K | Sell |
3,938
-292
| -7% | -$26.7K | 0.38% | 106 |
|
|
2018
Q3 | $407K | Sell |
4,230
-178
| -4% | -$17.1K | 0.38% | 106 |
|
|
2018
Q2 | $386K | Sell |
4,408
-737
| -14% | -$64.5K | 0.36% | 108 |
|
|
2018
Q1 | $447K | Sell |
5,145
-2,715
| -35% | -$236K | 0.41% | 99 |
|
|
2017
Q4 | $647K | Buy |
+7,860
| New | +$647K | 0.63% | 57 |
|