MWM
Mascoma Wealth Management’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8K | Hold |
247
| – | – | 0.01% | 190 |
|
|
2025
Q1 | $50.6K | Sell |
247
-260
| -51% | -$53.3K | 0.01% | 186 |
|
|
2024
Q4 | $116K | Buy |
507
+31
| +7% | +$7.12K | 0.03% | 128 |
|
|
2024
Q3 | $132K | Sell |
476
-4
| -0.8% | -$1.11K | 0.03% | 117 |
|
|
2024
Q2 | $120K | Buy |
480
+264
| +122% | +$66K | 0.03% | 122 |
|
|
2024
Q1 | $53.9K | Sell |
216
-8
| -4% | -$2K | 0.02% | 178 |
|
|
2023
Q4 | $51.8K | Hold |
224
| – | -$6.71K | 0.02% | 186 |
|
|
2023
Q3 | $55.6K | Buy |
224
+216
| +2,700% | +$53.6K | 0.02% | 182 |
|
|
2023
Q2 | $2.07K | Sell |
8
-193
| -96% | -$50.2K | ﹤0.01% | 445 |
|
|
2023
Q1 | $47.7K | Sell |
201
-100
| -33% | -$23.8K | 0.01% | 239 |
|
|
2022
Q4 | $79.9K | Sell |
301
-237
| -44% | -$62.8K | 0.03% | 186 |
|
|
2022
Q3 | $139K | Sell |
538
-1
| -0.2% | -$229 | 0.05% | 132 |
|
|
2022
Q2 | $137K | Sell |
539
-55
| -9% | -$14K | 0.05% | 141 |
|
|
2022
Q1 | $174K | Buy |
594
+94
| +19% | +$27.5K | 0.06% | 129 |
|
|
2021
Q4 | $165K | Buy |
500
+113
| +29% | +$37.2K | 0.06% | 116 |
|
|
2021
Q3 | $118K | Buy |
+387
| New | +$118K | 0.05% | 139 |
|
|
2021
Q2 | – | Sell |
-387
| Closed | -$87K | – | 189 |
|
|
2021
Q1 | $87K | Buy |
+387
| New | +$87K | 0.04% | 162 |
|
|
2019
Q3 | – | Sell |
-475
| Closed | -$68K | – | 144 |
|
|
2019
Q2 | $68K | Sell |
475
-81
| -15% | -$11.5K | 0.04% | 138 |
|
|
2019
Q1 | $73K | Sell |
556
-1,578
| -74% | -$207K | 0.05% | 125 |
|
|
2018
Q4 | $220K | Buy |
2,134
+433
| +25% | +$44.6K | 0.17% | 61 |
|
|
2018
Q3 | $185K | Buy |
1,701
+300
| +21% | +$32.7K | 0.12% | 80 |
|
|
2018
Q2 | $138K | Buy |
1,401
+700
| +100% | +$68.9K | 0.1% | 89 |
|
|
2018
Q1 | $69K | Sell |
701
-31
| -4% | -$3.05K | 0.05% | 127 |
|
|
2017
Q4 | $75K | Buy |
732
+8
| +1% | +$817 | 0.05% | 123 |
|
|
2017
Q3 | $62K | Buy |
724
+207
| +40% | +$17.8K | 0.04% | 134 |
|
|
2017
Q2 | $44K | Buy |
517
+42
| +9% | +$3.55K | 0.03% | 161 |
|
|
2017
Q1 | $41K | Hold |
475
| – | – | 0.03% | 155 |
|
|
2016
Q4 | $37K | Buy |
+475
| New | +$37K | 0.03% | 166 |
|