WKWM
Walter & Keenan Wealth Management’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Buy |
4,920
+224
| +5% | +$44.2K | 0.28% | 77 |
|
|
2025
Q1 | $963K | Buy |
4,696
+108
| +2% | +$22.1K | 0.29% | 79 |
|
|
2024
Q4 | $1.05M | Buy |
4,588
+8
| +0.2% | +$1.84K | 0.32% | 74 |
|
|
2024
Q3 | $1.27M | Buy |
4,580
+10
| +0.2% | +$2.78K | 0.39% | 64 |
|
|
2024
Q2 | $1.14M | Sell |
4,570
-93
| -2% | -$23.2K | 0.36% | 68 |
|
|
2024
Q1 | $1.16M | Buy |
4,663
+7
| +0.2% | +$1.75K | 0.38% | 67 |
|
|
2023
Q4 | $1.08M | Sell |
4,656
-11
| -0.2% | -$2.55K | 0.39% | 67 |
|
|
2023
Q3 | $1.16M | Buy |
4,667
+13
| +0.3% | +$3.23K | 0.45% | 59 |
|
|
2023
Q2 | $1.12M | Sell |
4,654
-14
| -0.3% | -$3.36K | 0.41% | 64 |
|
|
2023
Q1 | $1.18M | Hold |
4,668
| – | – | 0.45% | 63 |
|
|
2022
Q4 | $1.24M | Sell |
4,668
-100
| -2% | -$26.5K | 0.49% | 53 |
|
|
2022
Q3 | $1.23M | Sell |
4,768
-479
| -9% | -$124K | 0.52% | 50 |
|
|
2022
Q2 | $1.33M | Hold |
5,247
| – | – | 0.53% | 50 |
|
|
2022
Q1 | $1.54M | Hold |
5,247
| – | – | 0.52% | 54 |
|
|
2021
Q4 | $1.73M | Sell |
5,247
-500
| -9% | -$164K | 0.56% | 53 |
|
|
2021
Q3 | $1.75M | Buy |
5,747
+53
| +0.9% | +$16.1K | 0.59% | 50 |
|
|
2021
Q2 | $1.53M | Hold |
5,694
| – | – | 0.53% | 56 |
|
|
2021
Q1 | $1.28M | Hold |
5,694
| – | – | 0.45% | 62 |
|
|
2020
Q4 | $1.27M | Hold |
5,694
| – | – | 0.46% | 62 |
|
|
2020
Q3 | $1.23M | Sell |
5,694
-129
| -2% | -$27.8K | 0.49% | 57 |
|
|
2020
Q2 | $1.03M | Sell |
5,823
-257,365
| -98% | -$45.5M | 0.42% | 61 |
|
|
2020
Q1 | $33.9M | Buy |
263,188
+256,494
| +3,832% | +$33M | 13.45% | 1 |
|
|
2019
Q4 | $1.03M | Hold |
6,694
| – | – | 0.4% | 64 |
|
|
2019
Q3 | $967K | Sell |
6,694
-50
| -0.7% | -$7.22K | 0.37% | 69 |
|
|
2019
Q2 | $964K | Hold |
6,744
| – | – | 0.42% | 61 |
|
|
2019
Q1 | $890K | Sell |
6,744
-1,500
| -18% | -$198K | 0.39% | 62 |
|
|
2018
Q4 | $850K | Hold |
8,244
| – | – | 0.38% | 61 |
|
|
2018
Q3 | $896 | Hold |
8,244
| – | – | 0.27% | 68 |
|
|
2018
Q2 | $814K | Hold |
8,244
| – | – | 0.35% | 70 |
|
|
2018
Q1 | $807K | Hold |
8,244
| – | – | 0.35% | 69 |
|
|
2017
Q4 | $765K | Buy |
8,244
+150
| +2% | +$13.9K | 0.32% | 73 |
|
|
2017
Q3 | $694K | Sell |
8,094
-182
| -2% | -$15.6K | 0.32% | 75 |
|
|
2017
Q2 | $698K | Hold |
8,276
| – | – | 0.35% | 70 |
|
|
2017
Q1 | $708K | Sell |
8,276
-850
| -9% | -$72.7K | 0.37% | 64 |
|
|
2016
Q4 | $710K | Buy |
9,126
+20
| +0.2% | +$1.56K | 0.38% | 64 |
|
|
2016
Q3 | $714K | Buy |
9,106
+500
| +6% | +$39.2K | 0.39% | 64 |
|
|
2016
Q2 | $869K | Sell |
8,606
-1,484
| -15% | -$150K | 0.48% | 56 |
|
|
2016
Q1 | $957K | Buy |
10,090
+400
| +4% | +$37.9K | 0.55% | 48 |
|
|
2015
Q4 | $900K | Buy |
9,690
+334
| +4% | +$31K | 0.52% | 51 |
|
|
2015
Q3 | $797K | Buy |
9,356
+1,000
| +12% | +$85.2K | 0.49% | 55 |
|
|
2015
Q2 | $715K | Buy |
+8,356
| New | +$715K | 0.42% | 66 |
|