MWC
MBM Wealth Consultants’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-793
| Closed | -$220K | – | 107 |
|
|
2024
Q3 | $220K | Buy |
+793
| New | +$220K | 0.07% | 103 |
|
|
2023
Q3 | – | Sell |
-954
| Closed | -$227K | – | 107 |
|
|
2023
Q2 | $227K | Sell |
954
-31
| -3% | -$7.38K | 0.1% | 95 |
|
|
2023
Q1 | $241K | Hold |
985
| – | – | 0.1% | 83 |
|
|
2022
Q4 | $259K | Sell |
985
-2,041
| -67% | -$537K | 0.12% | 79 |
|
|
2022
Q3 | $813K | Buy |
3,026
+30
| +1% | +$8.06K | 0.39% | 30 |
|
|
2022
Q2 | $760K | Sell |
2,996
-120
| -4% | -$30.4K | 0.37% | 33 |
|
|
2022
Q1 | $914K | Buy |
3,116
+540
| +21% | +$158K | 0.38% | 34 |
|
|
2021
Q4 | $848K | Buy |
2,576
+189
| +8% | +$62.2K | 0.35% | 38 |
|
|
2021
Q3 | $727K | Sell |
2,387
-31
| -1% | -$9.44K | 0.33% | 43 |
|
|
2021
Q2 | $649K | Buy |
2,418
+36
| +2% | +$9.66K | 0.3% | 44 |
|
|
2021
Q1 | $536K | Buy |
2,382
+97
| +4% | +$21.8K | 0.27% | 46 |
|
|
2020
Q4 | $508K | Sell |
2,285
-219
| -9% | -$48.7K | 0.28% | 45 |
|
|
2020
Q3 | $539K | Sell |
2,504
-50
| -2% | -$10.8K | 0.34% | 37 |
|
|
2020
Q2 | $452K | Sell |
2,554
-1,021
| -29% | -$181K | 0.32% | 43 |
|
|
2020
Q1 | $495K | Buy |
3,575
+50
| +1% | +$6.92K | 0.41% | 43 |
|
|
2019
Q4 | $541K | Sell |
3,525
-271
| -7% | -$41.6K | 0.4% | 49 |
|
|
2019
Q3 | $548K | Buy |
3,796
+95
| +3% | +$13.7K | 0.43% | 49 |
|
|
2019
Q2 | $529K | Buy |
3,701
+74
| +2% | +$10.6K | 0.44% | 51 |
|
|
2019
Q1 | $479K | Buy |
3,627
+176
| +5% | +$23.2K | 0.42% | 56 |
|
|
2018
Q4 | $356K | Buy |
+3,451
| New | +$356K | 0.35% | 67 |
|