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 |
|