PWAG
Polaris Wealth Advisory Group’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-207,072
| Closed | -$28.4M | – | 161 |
|
|
2019
Q3 | $28.4M | Buy |
207,072
+1,105
| +0.5% | +$152K | 2.32% | 12 |
|
|
2019
Q2 | $29.7M | Sell |
205,967
-12,566
| -6% | -$1.81M | 2.25% | 10 |
|
|
2019
Q1 | $28.8M | Sell |
218,533
-52,926
| -19% | -$6.98M | 2.16% | 8 |
|
|
2018
Q4 | $28M | Sell |
271,459
-5,192
| -2% | -$535K | 2.63% | 4 |
|
|
2018
Q3 | $30.1M | Buy |
276,651
+5,745
| +2% | +$624K | 2.07% | 8 |
|
|
2018
Q2 | $26.5M | Sell |
270,906
-127
| -0% | -$12.4K | 2.24% | 15 |
|
|
2018
Q1 | $26.5M | Buy |
271,033
+17,964
| +7% | +$1.76M | 2.16% | 15 |
|
|
2017
Q4 | $23.5M | Buy |
253,069
+12,372
| +5% | +$1.15M | 1.93% | 16 |
|
|
2017
Q3 | $20.6M | Buy |
240,697
+4,873
| +2% | +$418K | 1.82% | 21 |
|
|
2017
Q2 | $19.9M | Buy |
235,824
+2,835
| +1% | +$239K | 2.26% | 16 |
|
|
2017
Q1 | $19.9M | Buy |
232,989
+5,047
| +2% | +$432K | 2.17% | 14 |
|
|
2016
Q4 | $17.7M | Buy |
227,942
+223,664
| +5,228% | +$17.4M | 2.06% | 17 |
|
|
2016
Q3 | $335K | Sell |
4,278
-95
| -2% | -$7.44K | 0.04% | 91 |
|
|
2016
Q2 | $442K | Sell |
4,373
-107
| -2% | -$10.8K | 0.07% | 67 |
|
|
2016
Q1 | $425K | Buy |
4,480
+405
| +10% | +$38.4K | 0.07% | 76 |
|
|
2015
Q4 | $378K | Sell |
4,075
-435
| -10% | -$40.4K | 0.06% | 106 |
|
|
2015
Q3 | $384K | Buy |
+4,510
| New | +$384K | 0.08% | 58 |
|