Ropes Wealth Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.1M | Sell |
5,021
-100
| -2% | -$22.3K | 0.21% | 97 |
|
|
2023
Q2 | $1.09M | Buy |
5,121
+491
| +11% | +$104K | 0.18% | 112 |
|
|
2023
Q1 | $1.03M | Sell |
4,630
-346
| -7% | -$78.7K | 0.19% | 113 |
|
|
2022
Q4 | $1.17M | Buy |
4,976
+288
| +6% | +$66.8K | 0.21% | 104 |
|
|
2022
Q3 | $1.07M | Sell |
4,688
-85
| -2% | -$20.8K | 0.23% | 100 |
|
|
2022
Q2 | $1.07M | Hold |
4,773
| – | – | 0.22% | 103 |
|
|
2022
Q1 | $1.24M | Sell |
4,773
-199
| -4% | -$49.8K | 0.21% | 106 |
|
|
2021
Q4 | $1.45M | Buy |
4,972
+1,120
| +29% | +$308K | 0.26% | 90 |
|
|
2021
Q3 | $1.04M | Sell |
3,852
-448
| -10% | -$122K | 0.17% | 111 |
|
|
2021
Q2 | $1.02M | Buy |
4,300
+193
| +5% | +$42.8K | 0.16% | 116 |
|
|
2021
Q1 | $939K | Sell |
4,107
-23
| -0.6% | -$4.67K | 0.16% | 119 |
|
|
2020
Q4 | $813K | Sell |
4,130
-13
| -0.3% | -$2.61K | 0.13% | 113 |
|
|
2020
Q3 | $791K | Sell |
4,143
-128
| -3% | -$22.8K | 0.15% | 110 |
|
|
2020
Q2 | $669K | Sell |
4,271
-227
| -5% | -$32.6K | 0.14% | 115 |
|
|
2020
Q1 | $552K | Sell |
4,498
-216
| -5% | -$29.1K | 0.14% | 110 |
|
|
2019
Q4 | $641K | Sell |
4,714
-103
| -2% | -$13K | 0.14% | 121 |
|
|
2019
Q3 | $617K | Buy |
4,817
+174
| +4% | +$21.8K | 0.13% | 125 |
|
|
2019
Q2 | $588K | Buy |
4,643
+52
| +1% | +$6.16K | 0.12% | 129 |
|
|
2019
Q1 | $537K | Buy |
4,591
+371
| +9% | +$38K | 0.14% | 132 |
|
|
2018
Q4 | $386K | Buy |
4,220
+217
| +5% | +$19.7K | 0.11% | 152 |
|
|
2018
Q3 | $386K | Sell |
4,003
-354
| -8% | -$32.2K | 0.1% | 167 |
|
|
2018
Q2 | $381K | Hold |
4,357
| – | – | 0.1% | 165 |
|
|
2018
Q1 | $378K | Sell |
4,357
-170
| -4% | -$14.9K | 0.1% | 164 |
|
|
2017
Q4 | $372K | Sell |
4,527
-2,097
| -32% | -$171K | 0.1% | 166 |
|
|
2017
Q3 | $504K | Sell |
6,624
-77
| -1% | -$5.7K | 0.14% | 134 |
|
|
2017
Q2 | $501K | Sell |
6,701
-141
| -2% | -$10.6K | 0.14% | 129 |
|
|
2017
Q1 | $519K | Buy |
6,842
+1,223
| +22% | +$91K | 0.15% | 132 |
|
|
2016
Q4 | $388K | Buy |
5,619
+1,035
| +23% | +$71.9K | 0.12% | 144 |
|
|
2016
Q3 | $319K | Buy |
4,584
+589
| +15% | +$41.7K | 0.11% | 158 |
|
|
2016
Q2 | $271K | Buy |
3,995
+714
| +22% | +$46.7K | 0.09% | 163 |
|
|
2016
Q1 | $209K | Sell |
3,281
-718
| -18% | -$42.8K | 0.09% | 146 |
|
|
2015
Q4 | $250K | Buy |
3,999
+2,974
| +290% | +$186K | 0.11% | 141 |
|
|
2015
Q3 | $59K | Sell |
1,025
-64
| -6% | -$3.78K | 0.03% | 237 |
|
|
2015
Q2 | $63K | Hold |
1,089
| – | – | 0.03% | 181 |
|
|
2015
Q1 | $62K | Buy |
+1,089
| New | +$62.5K | 0.03% | 179 |
|
Other funds holding DHR
Ropes Wealth Advisors's DHR Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its Danaher (DHR) stake by 2% in Q3 2023, selling an estimated $22.3K and leaving 5,021 shares worth $1.1M. The position accounts for 0.21% of the portfolio, ranked #97.
Ropes Wealth Advisors first reported a position in DHR in Q1 2015 and has held it in 35 quarters since. The position peaked at $1.45M in Q4 2021. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.
- Ropes Wealth Advisors held 5,021 shares of Danaher worth $1.1M as of Q3 2023.
- Ropes Wealth Advisors sold 100 Danaher shares in Q3 2023, an estimated $22.3K.
- Danaher made up 0.21% of Ropes Wealth Advisors's portfolio in Q3 2023, its #97 holding.
- Ropes Wealth Advisors first reported a position in Danaher in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's Danaher position peaked at $1.45M in Q4 2021.
- 2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.