MSWM
Mowery & Schoenfeld Wealth Management’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.7K | Sell |
191
-12
| -6% | -$2.37K | 0.06% | 133 |
|
|
2025
Q1 | $41.6K | Buy |
203
+71
| +54% | +$14.6K | 0.08% | 143 |
|
|
2024
Q4 | $30.3K | Buy |
132
+11
| +9% | +$2.53K | 0.06% | 149 |
|
|
2024
Q3 | $33.6K | Hold |
121
| – | – | 0.05% | 124 |
|
|
2024
Q2 | $30.2K | Hold |
121
| – | – | 0.04% | 125 |
|
|
2024
Q1 | $30.2K | Sell |
121
-5
| -4% | -$1.25K | 0.06% | 95 |
|
|
2023
Q4 | $29.1K | Buy |
+126
| New | +$29.1K | 0.06% | 86 |
|