Transform Wealth’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-9,518
Closed -$1.87M 199
2020
Q4
$1.87M Sell
9,518
-4,021
-30% -$792K 0.39% 76
2020
Q3
$2.59M Sell
13,539
-1,763
-12% -$337K 0.42% 73
2020
Q2
$2.4M Sell
15,302
-1,016
-6% -$159K 0.41% 70
2020
Q1
$2M Sell
16,318
-1,071
-6% -$131K 0.43% 83
2019
Q4
$2.37M Sell
17,389
-958
-5% -$130K 0.38% 84
2019
Q3
$2.35M Sell
18,347
-1,788
-9% -$229K 0.42% 83
2019
Q2
$2.55M Sell
20,135
-27,467
-58% -$3.48M 0.38% 86
2019
Q1
$5.57M Sell
47,602
-3,384
-7% -$396K 1.04% 31
2018
Q4
$4.66M Sell
50,986
-1,015
-2% -$92.8K 0.96% 37
2018
Q3
$5.01M Buy
52,001
+2,820
+6% +$272K 0.87% 44
2018
Q2
$4.3M Buy
49,181
+4,174
+9% +$365K 0.78% 49
2018
Q1
$3.91M Buy
45,007
+8,911
+25% +$773K 0.74% 45
2017
Q4
$2.97M Buy
+36,096
New +$2.97M 0.55% 62