MSFP
Mark Sheptoff Financial Planning’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
812
+12
| +2% | +$2.37K | 0.09% | 102 |
|
|
2025
Q1 | $164K | Hold |
800
| – | – | 0.09% | 94 |
|
|
2024
Q4 | $184K | Hold |
800
| – | – | 0.1% | 95 |
|
|
2024
Q3 | $222K | Hold |
800
| – | – | 0.12% | 88 |
|
|
2024
Q2 | $200K | Hold |
800
| – | – | 0.11% | 91 |
|
|
2024
Q1 | $200K | Hold |
800
| – | – | 0.11% | 97 |
|
|
2023
Q4 | $185K | Hold |
800
| – | – | 0.11% | 95 |
|
|
2023
Q3 | $198K | Sell |
800
-2,544
| -76% | -$631K | 0.13% | 89 |
|
|
2023
Q2 | $803K | Hold |
3,344
| – | – | 0.46% | 40 |
|
|
2023
Q1 | $843K | Buy |
3,344
+100
| +3% | +$25.2K | 0.49% | 39 |
|
|
2022
Q4 | $861K | Sell |
3,244
-50
| -2% | -$13.3K | 0.5% | 39 |
|
|
2022
Q3 | $851K | Hold |
3,294
| – | – | 0.52% | 40 |
|
|
2022
Q2 | $835K | Hold |
3,294
| – | – | 0.48% | 42 |
|
|
2022
Q1 | $966K | Buy |
3,294
+400
| +14% | +$117K | 0.49% | 43 |
|
|
2021
Q4 | $952K | Buy |
2,894
+207
| +8% | +$68.1K | 0.45% | 42 |
|
|
2021
Q3 | $818K | Buy |
2,687
+500
| +23% | +$152K | 0.45% | 46 |
|
|
2021
Q2 | $587K | Hold |
2,187
| – | – | 0.31% | 59 |
|
|
2021
Q1 | $492K | Hold |
2,187
| – | – | 0.28% | 62 |
|
|
2020
Q4 | $486K | Hold |
2,187
| – | – | 0.28% | 60 |
|
|
2020
Q3 | $471K | Buy |
2,187
+250
| +13% | +$53.8K | 0.29% | 55 |
|
|
2020
Q2 | $343K | Hold |
1,937
| – | – | 0.22% | 70 |
|
|
2020
Q1 | $268K | Sell |
1,937
-340
| -15% | -$47K | 0.2% | 68 |
|
|
2019
Q4 | $349K | Buy |
2,277
+300
| +15% | +$46K | 0.22% | 68 |
|
|
2019
Q3 | $286K | Sell |
1,977
-13
| -0.7% | -$1.88K | 0.19% | 77 |
|
|
2019
Q2 | $284K | Hold |
1,990
| – | – | 0.19% | 79 |
|
|
2019
Q1 | $263K | Buy |
1,990
+38
| +2% | +$5.02K | 0.19% | 80 |
|
|
2018
Q4 | $201K | Hold |
1,952
| – | – | 0.17% | 81 |
|
|
2018
Q3 | $212K | Hold |
1,952
| – | – | 0.15% | 98 |
|
|
2018
Q2 | $193K | Hold |
1,952
| – | – | 0.14% | 96 |
|
|
2018
Q1 | $191K | Hold |
1,952
| – | – | 0.13% | 103 |
|
|
2017
Q4 | $181K | Hold |
1,952
| – | – | 0.12% | 111 |
|
|
2017
Q3 | $167K | Hold |
1,952
| – | – | 0.11% | 117 |
|
|
2017
Q2 | $165K | Sell |
1,952
-1
| -0.1% | -$85 | 0.11% | 116 |
|
|
2017
Q1 | $167K | Buy |
1,953
+1
| +0.1% | +$86 | 0.12% | 115 |
|
|
2016
Q4 | $152K | Sell |
1,952
-1,300
| -40% | -$101K | 0.11% | 117 |
|
|
2016
Q3 | $255K | Buy |
3,252
+600
| +23% | +$47K | 0.19% | 87 |
|
|
2016
Q2 | $268K | Buy |
2,652
+700
| +36% | +$70.7K | 0.2% | 81 |
|
|
2016
Q1 | $185K | Buy |
1,952
+600
| +44% | +$56.9K | 0.15% | 88 |
|
|
2015
Q4 | $126K | Buy |
1,352
+1,200
| +789% | +$112K | 0.1% | 121 |
|
|
2015
Q3 | $13K | Buy |
+152
| New | +$13K | 0.01% | 232 |
|