Schrum Private Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-913
| Closed | -$210K | – | 126 |
|
2024
Q4 | $210K | Buy |
913
+127
| +16% | +$29.2K | 0.18% | 119 |
|
2024
Q3 | $219K | Sell |
786
-127
| -14% | -$35.3K | 0.11% | 161 |
|
2024
Q2 | $228K | Hold |
913
| – | – | 0.21% | 113 |
|
2024
Q1 | $228K | Buy |
+913
| New | +$228K | 0.21% | 120 |
|
2023
Q4 | – | Sell |
-1,030
| Closed | -$227K | – | 102 |
|
2023
Q3 | $227K | Hold |
1,030
| – | – | 0.26% | 100 |
|
2023
Q2 | $219K | Hold |
1,030
| – | – | 0.24% | 103 |
|
2023
Q1 | $230K | Sell |
1,030
-121
| -11% | -$27K | 0.27% | 98 |
|
2022
Q4 | $271K | Hold |
1,151
| – | – | 0.32% | 87 |
|
2022
Q3 | $263K | Buy |
1,151
+57
| +5% | +$13K | 0.33% | 89 |
|
2022
Q2 | $246K | Sell |
1,094
-57
| -5% | -$12.8K | 0.28% | 95 |
|
2022
Q1 | $279K | Hold |
1,151
| – | – | 0.28% | 95 |
|
2021
Q4 | $335K | Buy |
+1,151
| New | +$335K | 0.31% | 87 |
|