SWA
Sutton Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $86.1K | Buy |
347
+36
| +12% | +$8.93K | 0.04% | 181 |
|
|
2023
Q2 | $74.6K | Buy |
311
+51
| +20% | +$12.2K | 0.04% | 195 |
|
|
2023
Q1 | $65.5K | Sell |
260
-2,574
| -91% | -$649K | 0.04% | 185 |
|
|
2022
Q4 | $752K | Buy |
2,834
+47
| +2% | +$12.5K | 0.29% | 61 |
|
|
2022
Q3 | $720K | Buy |
2,787
+14
| +0.5% | +$3.62K | 0.29% | 62 |
|
|
2022
Q2 | $703K | Sell |
2,773
-12
| -0.4% | -$3.04K | 0.28% | 63 |
|
|
2022
Q1 | $817K | Buy |
2,785
+12
| +0.4% | +$3.52K | 0.28% | 62 |
|
|
2021
Q4 | $912K | Buy |
2,773
+7
| +0.3% | +$2.3K | 0.3% | 55 |
|
|
2021
Q3 | $842K | Buy |
2,766
+4
| +0.1% | +$1.22K | 0.31% | 55 |
|
|
2021
Q2 | $741K | Hold |
2,762
| – | – | 0.27% | 65 |
|
|
2021
Q1 | $622K | Hold |
2,762
| – | – | 0.24% | 70 |
|
|
2020
Q4 | $614K | Buy |
2,762
+13
| +0.5% | +$2.89K | 0.26% | 68 |
|
|
2020
Q3 | $592K | Buy |
2,749
+4
| +0.1% | +$861 | 0.29% | 63 |
|
|
2020
Q2 | $485K | Buy |
2,745
+8
| +0.3% | +$1.42K | 0.25% | 67 |
|
|
2020
Q1 | $379K | Buy |
2,737
+8
| +0.3% | +$1.11K | 0.24% | 72 |
|
|
2019
Q4 | $419K | Sell |
2,729
-69
| -2% | -$10.6K | 0.21% | 80 |
|
|
2019
Q3 | $404K | Hold |
2,798
| – | – | 0.23% | 80 |
|
|
2019
Q2 | $400K | Buy |
2,798
+21
| +0.8% | +$3K | 0.23% | 77 |
|
|
2019
Q1 | $367K | Buy |
2,777
+15
| +0.5% | +$1.98K | 0.21% | 86 |
|
|
2018
Q4 | $285K | Hold |
2,762
| – | – | 0.18% | 96 |
|
|
2018
Q3 | $300K | Hold |
2,762
| – | – | 0.2% | 91 |
|
|
2018
Q2 | $273K | Hold |
2,762
| – | – | 0.19% | 91 |
|
|
2018
Q1 | $270K | Hold |
2,762
| – | – | 0.19% | 88 |
|
|
2017
Q4 | $256K | Hold |
2,762
| – | – | 0.19% | 96 |
|
|
2017
Q3 | $237K | Sell |
2,762
-40
| -1% | -$3.43K | 0.18% | 98 |
|
|
2017
Q2 | $236K | Buy |
2,802
+26
| +0.9% | +$2.19K | 0.19% | 94 |
|
|
2017
Q1 | $237K | Hold |
2,776
| – | – | 0.2% | 83 |
|
|
2016
Q4 | $216K | Buy |
2,776
+40
| +1% | +$3.11K | 0.19% | 90 |
|
|
2016
Q3 | $214K | Hold |
2,736
| – | – | 0.2% | 86 |
|
|
2016
Q2 | $276K | Hold |
2,736
| – | – | 0.26% | 71 |
|
|
2016
Q1 | $260K | Buy |
+2,736
| New | +$260K | 0.25% | 71 |
|