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 |
|