Waldron Private Wealth’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,368
| Closed | -$1M | – | 337 |
|
|
2024
Q4 | $1M | Sell |
4,368
-1
| -0% | -$230 | 0.04% | 164 |
|
|
2024
Q3 | $1.21M | Buy |
4,369
+426
| +11% | +$118K | 0.05% | 147 |
|
|
2024
Q2 | $986K | Buy |
3,943
+14
| +0.4% | +$3.5K | 0.04% | 160 |
|
|
2024
Q1 | $982K | Buy |
3,929
+111
| +3% | +$27.7K | 0.04% | 168 |
|
|
2023
Q4 | $883K | Sell |
3,818
-1,100
| -22% | -$254K | 0.04% | 163 |
|
|
2023
Q3 | $1.08M | Sell |
4,918
-23
| -0.5% | -$5.06K | 0.06% | 143 |
|
|
2023
Q2 | $1.05M | Sell |
4,941
-588
| -11% | -$125K | 0.05% | 151 |
|
|
2023
Q1 | $1.24M | Buy |
5,529
+233
| +4% | +$52.1K | 0.06% | 144 |
|
|
2022
Q4 | $1.21M | Hold |
5,296
| – | – | 0.08% | 138 |
|
|
2022
Q3 | $1.21M | Buy |
5,296
+535
| +11% | +$123K | 0.08% | 138 |
|
|
2022
Q2 | $1.07M | Buy |
4,761
+37
| +0.8% | +$8.32K | 0.06% | 162 |
|
|
2022
Q1 | $1.23M | Buy |
4,724
+1,032
| +28% | +$268K | 0.06% | 158 |
|
|
2021
Q4 | $1.08M | Hold |
3,692
| – | – | 0.05% | 169 |
|
|
2021
Q3 | $996K | Buy |
3,692
+1,383
| +60% | +$373K | 0.06% | 154 |
|
|
2021
Q2 | $549K | Sell |
2,309
-573
| -20% | -$136K | 0.04% | 195 |
|
|
2021
Q1 | $575K | Sell |
2,882
-5
| -0.2% | -$998 | 0.04% | 178 |
|
|
2020
Q4 | $568K | Sell |
2,887
-30
| -1% | -$5.9K | 0.04% | 170 |
|
|
2020
Q3 | $556K | Buy |
2,917
+720
| +33% | +$137K | 0.05% | 158 |
|
|
2020
Q2 | $344K | Buy |
2,197
+216
| +11% | +$33.8K | 0.03% | 191 |
|
|
2020
Q1 | $243K | Buy |
1,981
+88
| +5% | +$10.8K | 0.03% | 204 |
|
|
2019
Q4 | $257K | Sell |
1,893
-276
| -13% | -$37.5K | 0.02% | 227 |
|
|
2019
Q3 | $277K | Sell |
2,169
-35
| -2% | -$4.47K | 0.03% | 199 |
|
|
2019
Q2 | $279K | Sell |
2,204
-650
| -23% | -$82.3K | 0.03% | 197 |
|
|
2019
Q1 | $334K | Buy |
2,854
+468
| +20% | +$54.8K | 0.04% | 180 |
|
|
2018
Q4 | $218K | Buy |
+2,386
| New | +$218K | 0.03% | 191 |
|
|
2017
Q2 | – | Sell |
-4,231
| Closed | -$320K | – | 158 |
|
|
2017
Q1 | $320K | Buy |
+4,231
| New | +$320K | 0.08% | 156 |
|
|
2016
Q3 | – | Sell |
-3,803
| Closed | -$258K | – | 151 |
|
|
2016
Q2 | $258K | Sell |
3,803
-74
| -2% | -$5.02K | 0.09% | 119 |
|
|
2016
Q1 | $247K | Hold |
3,877
| – | – | 0.09% | 122 |
|
|
2015
Q4 | $242K | Sell |
3,877
-359
| -8% | -$22.4K | 0.09% | 132 |
|
|
2015
Q3 | $242K | Buy |
+4,236
| New | +$242K | 0.1% | 107 |
|