SWM
Stockman Wealth Management’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
1,935
| – | – | 0.05% | 121 |
|
|
2025
Q1 | $397K | Hold |
1,935
| – | – | 0.06% | 116 |
|
|
2024
Q4 | $444K | Hold |
1,935
| – | – | 0.07% | 113 |
|
|
2024
Q3 | $538K | Sell |
1,935
-7
| -0.4% | -$1.95K | 0.08% | 102 |
|
|
2024
Q2 | $485K | Buy |
1,942
+25
| +1% | +$6.25K | 0.09% | 107 |
|
|
2024
Q1 | $479K | Buy |
1,917
+7
| +0.4% | +$1.75K | 0.08% | 108 |
|
|
2023
Q4 | $442K | Sell |
1,910
-6
| -0.3% | -$1.39K | 0.09% | 105 |
|
|
2023
Q3 | $475K | Buy |
1,916
+6
| +0.3% | +$1.49K | 0.1% | 103 |
|
|
2023
Q2 | $458K | Sell |
1,910
-19
| -1% | -$4.56K | 0.1% | 110 |
|
|
2023
Q1 | $486K | Buy |
1,929
+14
| +0.7% | +$3.53K | 0.11% | 104 |
|
|
2022
Q4 | $508K | Buy |
1,915
+140
| +8% | +$37.2K | 0.12% | 110 |
|
|
2022
Q3 | $458K | Hold |
1,775
| – | – | 0.12% | 99 |
|
|
2022
Q2 | $450K | Hold |
1,775
| – | – | 0.11% | 104 |
|
|
2022
Q1 | $521K | Sell |
1,775
-109
| -6% | -$32K | 0.11% | 103 |
|
|
2021
Q4 | $620K | Buy |
1,884
+59
| +3% | +$19.4K | 0.13% | 96 |
|
|
2021
Q3 | $556K | Hold |
1,825
| – | – | 0.12% | 106 |
|
|
2021
Q2 | $490K | Hold |
1,825
| – | – | 0.12% | 113 |
|
|
2021
Q1 | $411K | Sell |
1,825
-771
| -30% | -$174K | 0.11% | 116 |
|
|
2020
Q4 | $577K | Buy |
2,596
+1,191
| +85% | +$265K | 0.18% | 89 |
|
|
2020
Q3 | $303K | Hold |
1,405
| – | – | 0.11% | 118 |
|
|
2020
Q2 | $248K | Buy |
+1,405
| New | +$248K | 0.09% | 129 |
|
|
2020
Q1 | – | Sell |
-1,405
| Closed | -$216K | – | 163 |
|
|
2019
Q4 | $216K | Hold |
1,405
| – | – | 0.08% | 158 |
|
|
2019
Q3 | $203K | Hold |
1,405
| – | – | 0.08% | 149 |
|
|
2019
Q2 | $201K | Buy |
+1,405
| New | +$201K | 0.08% | 143 |
|