WESPAC Advisors SoCal’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,951
| Closed | -$649K | – | 96 |
|
|
2023
Q3 | $649K | Sell |
2,951
-287
| -9% | -$64K | 0.22% | 58 |
|
|
2023
Q2 | $689K | Buy |
3,238
+95
| +3% | +$20.1K | 0.24% | 58 |
|
|
2023
Q1 | $702K | Sell |
3,143
-315
| -9% | -$71.7K | 0.24% | 57 |
|
|
2022
Q4 | $814K | Sell |
3,458
-384
| -10% | -$89K | 0.3% | 54 |
|
|
2022
Q3 | $857K | Sell |
3,842
-161
| -4% | -$39.4K | 0.36% | 45 |
|
|
2022
Q2 | $900K | Sell |
4,003
-56
| -1% | -$12.9K | 0.34% | 45 |
|
|
2022
Q1 | $1.05M | Buy |
4,059
+96
| +2% | +$24K | 0.33% | 51 |
|
|
2021
Q4 | $1.01M | Buy |
3,963
+568
| +17% | +$156K | 0.31% | 50 |
|
|
2021
Q3 | $902K | Sell |
3,395
-1,083
| -24% | -$295K | 0.29% | 53 |
|
|
2021
Q2 | $1.06M | Sell |
4,478
-17
| -0.4% | -$3.77K | 0.35% | 49 |
|
|
2021
Q1 | $897K | Buy |
4,495
+282
| +7% | +$57.3K | 0.35% | 46 |
|
|
2020
Q4 | $830K | Buy |
4,213
+603
| +17% | +$121K | 0.33% | 44 |
|
|
2020
Q3 | $723K | Sell |
3,610
-1,370
| -28% | -$244K | 0.34% | 44 |
|
|
2020
Q2 | $811K | Sell |
4,980
-1,128
| -18% | -$162K | 0.38% | 44 |
|
|
2020
Q1 | $848K | Sell |
6,108
-555
| -8% | -$74.8K | 0.47% | 33 |
|
|
2019
Q4 | $907K | Sell |
6,663
-675
| -9% | -$85.3K | 0.43% | 42 |
|
|
2019
Q3 | $940K | Sell |
7,338
-1,122
| -13% | -$140K | 0.46% | 41 |
|
|
2019
Q2 | $1.07M | Sell |
8,460
-235
| -3% | -$27.8K | 0.57% | 37 |
|
|
2019
Q1 | $1.02M | Buy |
8,695
+3,410
| +65% | +$350K | 0.56% | 35 |
|
|
2018
Q4 | $483K | Buy |
5,285
+282
| +6% | +$25.6K | 0.3% | 46 |
|
|
2018
Q3 | $481K | Hold |
5,003
| – | – | 0.24% | 58 |
|
|
2018
Q2 | $437K | Sell |
5,003
-564
| -10% | -$50.2K | 0.25% | 58 |
|
|
2018
Q1 | $483K | Buy |
5,567
+1,382
| +33% | +$121K | 0.28% | 52 |
|
|
2017
Q4 | $344K | Hold |
4,185
| – | – | 0.2% | 60 |
|
|
2017
Q3 | $318K | Sell |
4,185
-395
| -9% | -$29.2K | 0.19% | 65 |
|
|
2017
Q2 | $342K | Buy |
4,580
+57
| +1% | +$4.27K | 0.22% | 59 |
|
|
2017
Q1 | $343K | Sell |
4,523
-198
| -4% | -$14.7K | 0.21% | 63 |
|
|
2016
Q4 | $326K | Buy |
4,721
+226
| +5% | +$15.7K | 0.21% | 61 |
|
|
2016
Q3 | $312K | Sell |
4,495
-1,413
| -24% | -$100K | 0.21% | 64 |
|
|
2016
Q2 | $401K | Sell |
5,908
-409
| -6% | -$26.8K | 0.26% | 59 |
|
|
2016
Q1 | $403K | Hold |
6,317
| – | – | 0.3% | 56 |
|
|
2015
Q4 | $394K | Buy |
+6,317
| New | +$395K | 0.26% | 57 |
|
Other funds holding DHR
