SWA
SOA Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Sell |
168
-5
| -3% | -$988 | 0.01% | 426 |
|
|
2025
Q1 | $35.5K | Hold |
173
| – | – | 0.01% | 388 |
|
|
2024
Q4 | $39.7K | Hold |
173
| – | – | 0.01% | 360 |
|
|
2024
Q3 | $48.1K | Hold |
173
| – | – | 0.01% | 323 |
|
|
2024
Q2 | $43.2K | Sell |
173
-195
| -53% | -$48.7K | 0.01% | 328 |
|
|
2024
Q1 | $91.9K | Hold |
368
| – | – | 0.02% | 250 |
|
|
2023
Q4 | $85.1K | Hold |
368
| – | – | 0.02% | 250 |
|
|
2023
Q3 | $91.3K | Hold |
368
| – | – | 0.02% | 233 |
|
|
2023
Q2 | $88.3K | Hold |
368
| – | – | 0.02% | 244 |
|
|
2023
Q1 | $92.8K | Hold |
368
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $97.7K | Sell |
368
-1
| -0.3% | -$265 | 0.03% | 224 |
|
|
2022
Q3 | $95K | Sell |
369
-18
| -5% | -$4.63K | 0.03% | 206 |
|
|
2022
Q2 | $98K | Sell |
387
-369
| -49% | -$93.4K | 0.03% | 206 |
|
|
2022
Q1 | $221K | Hold |
756
| – | – | 0.05% | 150 |
|
|
2021
Q4 | $248K | Hold |
756
| – | – | 0.06% | 141 |
|
|
2021
Q3 | $230K | Buy |
756
+7
| +0.9% | +$2.13K | 0.06% | 140 |
|
|
2021
Q2 | $201K | Buy |
749
+486
| +185% | +$130K | 0.05% | 153 |
|
|
2021
Q1 | $59K | Buy |
263
+138
| +110% | +$31K | 0.02% | 251 |
|
|
2020
Q4 | $29K | Buy |
+125
| New | +$29K | 0.01% | 336 |
|