TrinityPoint Wealth’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$339K Sell
1,478
-5
-0.3% -$1.15K 0.05% 254
2024
Q3
$412K Sell
1,483
-3
-0.2% -$834 0.06% 237
2024
Q2
$371K Buy
1,486
+3
+0.2% +$750 0.06% 234
2024
Q1
$370K Buy
1,483
+14
+1% +$3.5K 0.06% 224
2023
Q4
$340K Sell
1,469
-5
-0.3% -$1.16K 0.06% 230
2023
Q3
$324K Sell
1,474
-5
-0.3% -$1.1K 0.06% 220
2023
Q2
$315K Sell
1,479
-77
-5% -$16.4K 0.06% 219
2023
Q1
$348K Buy
1,556
+8
+0.5% +$1.79K 0.07% 205
2022
Q4
$364K Sell
1,548
-8
-0.5% -$1.88K 0.08% 197
2022
Q3
$356K Buy
1,556
+127
+9% +$29.1K 0.08% 186
2022
Q2
$321K Sell
1,429
-5
-0.3% -$1.12K 0.07% 205
2022
Q1
$373K Sell
1,434
-451
-24% -$117K 0.07% 214
2021
Q4
$550K Sell
1,885
-8
-0.4% -$2.33K 0.1% 176
2021
Q3
$511K Sell
1,893
-19
-1% -$5.13K 0.1% 176
2021
Q2
$455K Hold
1,912
0.09% 179
2021
Q1
$382K Hold
1,912
0.09% 180
2020
Q4
$397K Buy
1,912
+2
+0.1% +$415 0.1% 169
2020
Q3
$365K Hold
1,910
0.1% 166
2020
Q2
$299K Sell
1,910
-72
-4% -$11.3K 0.09% 167
2020
Q1
$243K Sell
1,982
-1,258
-39% -$154K 0.1% 169
2019
Q4
$441K Hold
3,240
0.15% 133
2019
Q3
$388K Buy
3,240
+73
+2% +$8.74K 0.14% 136
2019
Q2
$401K Sell
3,167
-15
-0.5% -$1.9K 0.19% 109
2019
Q1
$372K Hold
3,182
0.18% 109
2018
Q4
$291K Buy
+3,182
New +$291K 0.18% 124