Ropes Wealth Advisors’s Danaher DHR Stock Holding History

Ropes Wealth Advisors’s Portfolio DHR Stock Details DHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$1.1M	Sell	5,021 -100	-2%	-$22K	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%	-$77.3K	0.19%	113
2022 Q4	$1.17M	Buy	4,976 +288	+6%	+$67.8K	0.21%	104
2022 Q3	$1.07M	Sell	4,688 -85	-2%	-$19.5K	0.23%	100
2022 Q2	$1.07M	Hold	4,773	–	–	0.22%	103
2022 Q1	$1.24M	Sell	4,773 -199	-4%	-$51.7K	0.21%	106
2021 Q4	$1.45M	Buy	4,972 +1,120	+29%	+$327K	0.26%	90
2021 Q3	$1.04M	Sell	3,852 -448	-10%	-$121K	0.17%	111
2021 Q2	$1.02M	Buy	4,300 +193	+5%	+$45.9K	0.16%	116
2021 Q1	$939K	Sell	4,107 -23	-0.6%	-$5.26K	0.16%	119
2020 Q4	$813K	Sell	4,130 -13	-0.3%	-$2.56K	0.13%	113
2020 Q3	$791K	Sell	4,143 -128	-3%	-$24.4K	0.15%	110
2020 Q2	$669K	Sell	4,271 -227	-5%	-$35.6K	0.14%	115
2020 Q1	$552K	Sell	4,498 -216	-5%	-$26.5K	0.14%	110
2019 Q4	$641K	Sell	4,714 -103	-2%	-$14K	0.14%	121
2019 Q3	$617K	Buy	4,817 +174	+4%	+$22.3K	0.13%	125
2019 Q2	$588K	Buy	4,643 +52	+1%	+$6.59K	0.12%	129
2019 Q1	$537K	Buy	4,591 +371	+9%	+$43.4K	0.14%	132
2018 Q4	$386K	Buy	4,220 +217	+5%	+$19.8K	0.11%	152
2018 Q3	$386K	Sell	4,003 -354	-8%	-$34.1K	0.1%	167
2018 Q2	$381K	Hold	4,357	–	–	0.1%	165
2018 Q1	$378K	Sell	4,357 -170	-4%	-$14.7K	0.1%	164
2017 Q4	$372K	Sell	4,527 -2,097	-32%	-$172K	0.1%	166
2017 Q3	$504K	Sell	6,624 -77	-1%	-$5.86K	0.14%	134
2017 Q2	$501K	Sell	6,701 -141	-2%	-$10.5K	0.14%	129
2017 Q1	$519K	Buy	6,842 +1,223	+22%	+$92.8K	0.15%	132
2016 Q4	$388K	Buy	5,619 +1,035	+23%	+$71.5K	0.12%	144
2016 Q3	$319K	Buy	4,584 +589	+15%	+$41K	0.11%	158
2016 Q2	$271K	Buy	3,995 +714	+22%	+$48.4K	0.09%	163
2016 Q1	$209K	Sell	3,281 -718	-18%	-$45.7K	0.09%	146
2015 Q4	$250K	Buy	3,999 +2,974	+290%	+$186K	0.11%	141
2015 Q3	$59K	Sell	1,025 -64	-6%	-$3.68K	0.03%	237
2015 Q2	$63K	Hold	1,089	–	–	0.03%	181
2015 Q1	$62K	Buy	+1,089	New	+$62K	0.03%	179