Mount Yale Investment Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Buy |
+98
| New | +$19.4K | ﹤0.01% | 1047 |
|
|
2024
Q4 | – | Sell |
-3,231
| Closed | -$898K | – | 550 |
|
|
2024
Q3 | $898K | Buy |
3,231
+590
| +22% | +$164K | 0.09% | 215 |
|
|
2024
Q2 | $660K | Buy |
2,641
+805
| +44% | +$201K | 0.05% | 289 |
|
|
2024
Q1 | $459K | Buy |
1,836
+840
| +84% | +$210K | 0.04% | 374 |
|
|
2023
Q4 | $230K | Sell |
996
-879
| -47% | -$203K | 0.02% | 457 |
|
|
2023
Q3 | $412K | Buy |
1,875
+10
| +0.5% | +$2.2K | 0.04% | 334 |
|
|
2023
Q2 | $397K | Sell |
1,865
-718
| -28% | -$153K | 0.04% | 338 |
|
|
2023
Q1 | $577K | Sell |
2,583
-1,409
| -35% | -$315K | 0.06% | 277 |
|
|
2022
Q4 | $939K | Sell |
3,992
-1,184
| -23% | -$279K | 0.11% | 193 |
|
|
2022
Q3 | $1.19M | Buy |
5,176
+584
| +13% | +$134K | 0.16% | 142 |
|
|
2022
Q2 | $1.03M | Buy |
4,592
+686
| +18% | +$154K | 0.13% | 172 |
|
|
2022
Q1 | $1.02M | Sell |
3,906
-42
| -1% | -$10.9K | 0.11% | 189 |
|
|
2021
Q4 | $1.15M | Sell |
3,948
-896
| -18% | -$261K | 0.12% | 185 |
|
|
2021
Q3 | $1.31M | Sell |
4,844
-97
| -2% | -$26.2K | 0.15% | 149 |
|
|
2021
Q2 | $1.18M | Buy |
4,941
+74
| +2% | +$17.6K | 0.14% | 150 |
|
|
2021
Q1 | $971K | Sell |
4,867
-634
| -12% | -$126K | 0.13% | 168 |
|
|
2020
Q4 | $1.08M | Sell |
5,501
-1,092
| -17% | -$215K | 0.15% | 152 |
|
|
2020
Q3 | $1.26M | Sell |
6,593
-117
| -2% | -$22.3K | 0.18% | 119 |
|
|
2020
Q2 | $1.05M | Buy |
+6,710
| New | +$1.05M | 0.19% | 122 |
|
|
2018
Q4 | – | Sell |
-1,283
| Closed | -$118K | – | 429 |
|
|
2018
Q3 | $118K | Sell |
1,283
-12
| -0.9% | -$1.1K | 0.02% | 388 |
|
|
2018
Q2 | $113K | Buy |
1,295
+103
| +9% | +$8.99K | 0.02% | 418 |
|
|
2018
Q1 | $103K | Buy |
+1,192
| New | +$103K | 0.02% | 439 |
|