RWA
Roberts Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-950
| Closed | -$226K | – | 101 |
|
|
2024
Q4 | $226K | Buy |
950
+150
| +19% | +$35.7K | 0.07% | 96 |
|
|
2024
Q3 | $215K | Buy |
+800
| New | +$215K | 0.07% | 92 |
|
|
2024
Q2 | – | Sell |
-1,070
| Closed | -$256K | – | 92 |
|
|
2024
Q1 | $256K | Buy |
+1,070
| New | +$256K | 0.1% | 89 |
|
|
2023
Q4 | – | Sell |
-1,070
| Closed | -$225K | – | 64 |
|
|
2023
Q3 | $225K | Hold |
1,070
| – | – | 0.1% | 86 |
|
|
2023
Q2 | $257K | Hold |
1,070
| – | – | 0.11% | 80 |
|
|
2023
Q1 | $266K | Hold |
1,070
| – | – | 0.12% | 79 |
|
|
2022
Q4 | $281K | Sell |
1,070
-250
| -19% | -$65.6K | 0.14% | 77 |
|
|
2022
Q3 | $367K | Hold |
1,320
| – | – | 0.18% | 70 |
|
|
2022
Q2 | $348K | Hold |
1,320
| – | – | 0.15% | 76 |
|
|
2022
Q1 | $385K | Hold |
1,320
| – | – | 0.15% | 80 |
|
|
2021
Q4 | $417K | Hold |
1,320
| – | – | 0.15% | 79 |
|
|
2021
Q3 | $402K | Buy |
+1,320
| New | +$402K | 0.16% | 80 |
|