Level Financial Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-200
| Closed | -$46.3K | – | 125 |
|
2023
Q4 | $46.3K | Sell |
200
-67
| -25% | -$15.5K | 0.02% | 120 |
|
2023
Q3 | $58.8K | Hold |
267
| – | – | 0.03% | 103 |
|
2023
Q2 | $56.9K | Buy |
267
+41
| +18% | +$8.73K | 0.03% | 104 |
|
2023
Q1 | $50.4K | Sell |
226
-6
| -3% | -$1.34K | 0.03% | 99 |
|
2022
Q4 | $55K | Buy |
232
+6
| +3% | +$1.42K | 0.04% | 89 |
|
2022
Q3 | $52K | Hold |
226
| – | – | 0.04% | 92 |
|
2022
Q2 | $51K | Hold |
226
| – | – | 0.04% | 98 |
|
2022
Q1 | $59K | Hold |
226
| – | – | 0.05% | 80 |
|
2021
Q4 | $66K | Buy |
+226
| New | +$66K | 0.05% | 78 |
|