Strategic Wealth Partners’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+1,217
| New | +$240K | 0.02% | 298 |
|
|
2024
Q4 | $306K | Buy |
1,502
+189
| +14% | +$38.5K | 0.03% | 259 |
|
|
2024
Q3 | $365K | Sell |
1,313
-40
| -3% | -$11.1K | 0.04% | 232 |
|
|
2024
Q2 | $338K | Buy |
1,353
+69
| +5% | +$17.2K | 0.04% | 226 |
|
|
2024
Q1 | $321K | Buy |
1,284
+191
| +17% | +$47.7K | 0.04% | 223 |
|
|
2023
Q4 | $253K | Sell |
1,093
-3,175
| -74% | -$735K | 0.03% | 241 |
|
|
2023
Q3 | $939K | Sell |
4,268
-49
| -1% | -$10.8K | 0.12% | 158 |
|
|
2023
Q2 | $918K | Sell |
4,317
-360
| -8% | -$76.6K | 0.12% | 157 |
|
|
2023
Q1 | $1.04M | Buy |
4,677
+40
| +0.9% | +$8.94K | 0.16% | 129 |
|
|
2022
Q4 | $1.09M | Sell |
4,637
-68
| -1% | -$16K | 0.2% | 115 |
|
|
2022
Q3 | $1.08M | Sell |
4,705
-3
| -0.1% | -$687 | 0.23% | 117 |
|
|
2022
Q2 | $1.06M | Sell |
4,708
-703
| -13% | -$158K | 0.23% | 116 |
|
|
2022
Q1 | $1.41M | Sell |
5,411
-814
| -13% | -$212K | 0.27% | 108 |
|
|
2021
Q4 | $1.82M | Buy |
6,225
+154
| +3% | +$44.9K | 0.34% | 95 |
|
|
2021
Q3 | $1.64M | Buy |
6,071
+512
| +9% | +$138K | 0.48% | 54 |
|
|
2021
Q2 | $1.32M | Buy |
+5,559
| New | +$1.32M | 0.43% | 58 |
|
|
2019
Q4 | – | Sell |
-51
| Closed | -$6.5K | – | 217 |
|
|
2019
Q3 | $6.5K | Hold |
51
| – | – | 0.03% | 163 |
|
|
2019
Q2 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 613 |
|