SMA
Sage Mountain Advisors’s Danaher DHR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $535K | Sell |
2,707
-878
| -24% | -$173K | 0.03% | 230 |
|
2025
Q1 | $735K | Buy |
3,585
+693
| +24% | +$142K | 0.05% | 161 |
|
2024
Q4 | $664K | Sell |
2,892
-242
| -8% | -$55.5K | 0.05% | 169 |
|
2024
Q3 | $871K | Buy |
3,134
+65
| +2% | +$18.1K | 0.07% | 127 |
|
2024
Q2 | $767K | Buy |
3,069
+755
| +33% | +$189K | 0.07% | 122 |
|
2024
Q1 | $578K | Buy |
2,314
+237
| +11% | +$59.2K | 0.06% | 139 |
|
2023
Q4 | $480K | Sell |
2,077
-294
| -12% | -$68K | 0.06% | 135 |
|
2023
Q3 | $588K | Buy |
2,371
+122
| +5% | +$30.3K | 0.08% | 107 |
|
2023
Q2 | $540K | Buy |
2,249
+422
| +23% | +$101K | 0.08% | 106 |
|
2023
Q1 | $460K | Buy |
1,827
+888
| +95% | +$224K | 0.07% | 109 |
|
2022
Q4 | $249K | Buy |
939
+6
| +0.6% | +$1.59K | 0.06% | 133 |
|
2022
Q3 | $241K | Buy |
933
+58
| +7% | +$15K | 0.06% | 137 |
|
2022
Q2 | $222K | Buy |
875
+185
| +27% | +$46.9K | 0.04% | 409 |
|
2022
Q1 | $202K | Sell |
690
-740
| -52% | -$217K | 0.03% | 463 |
|
2021
Q4 | $470K | Buy |
1,430
+44
| +3% | +$14.5K | 0.06% | 321 |
|
2021
Q3 | $422K | Buy |
+1,386
| New | +$422K | 0.06% | 286 |
|