WJWM
Williams Jones Wealth Management’s Danaher DHR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $86.7M | Sell |
439,065
-28,534
| -6% | -$5.64M | 1.04% | 30 |
|
2025
Q1 | $95.9M | Sell |
467,599
-16,805
| -3% | -$3.45M | 1.23% | 26 |
|
2024
Q4 | $111M | Sell |
484,404
-22,982
| -5% | -$5.28M | 1.34% | 24 |
|
2024
Q3 | $141M | Buy |
507,386
+641
| +0.1% | +$178K | 1.65% | 19 |
|
2024
Q2 | $127M | Buy |
506,745
+5,646
| +1% | +$1.41M | 1.57% | 19 |
|
2024
Q1 | $125M | Buy |
501,099
+20,568
| +4% | +$5.14M | 1.59% | 22 |
|
2023
Q4 | $111M | Sell |
480,531
-3,811
| -0.8% | -$882K | 1.56% | 20 |
|
2023
Q3 | $120M | Buy |
484,342
+32,626
| +7% | +$8.09M | 1.85% | 16 |
|
2023
Q2 | $108M | Buy |
451,716
+2,048
| +0.5% | +$492K | 1.62% | 18 |
|
2023
Q1 | $113M | Sell |
449,668
-6,608
| -1% | -$1.67M | 1.78% | 15 |
|
2022
Q4 | $121M | Sell |
456,276
-6,214
| -1% | -$1.65M | 2.03% | 12 |
|
2022
Q3 | $119M | Sell |
462,490
-6,738
| -1% | -$1.74M | 2.08% | 12 |
|
2022
Q2 | $119M | Sell |
469,228
-1,542
| -0.3% | -$391K | 1.93% | 17 |
|
2022
Q1 | $138M | Sell |
470,770
-1,766
| -0.4% | -$518K | 1.92% | 17 |
|
2021
Q4 | $155M | Sell |
472,536
-591
| -0.1% | -$194K | 1.94% | 17 |
|
2021
Q3 | $144M | Sell |
473,127
-3,836
| -0.8% | -$1.17M | 2.02% | 12 |
|
2021
Q2 | $128M | Sell |
476,963
-4,115
| -0.9% | -$1.1M | 1.79% | 17 |
|
2021
Q1 | $108M | Buy |
481,078
+933
| +0.2% | +$210K | 1.69% | 18 |
|
2020
Q4 | $107M | Sell |
480,145
-3,161
| -0.7% | -$702K | 1.74% | 19 |
|
2020
Q3 | $104M | Sell |
483,306
-3,174
| -0.7% | -$683K | 1.92% | 16 |
|
2020
Q2 | $86M | Buy |
486,480
+1,188
| +0.2% | +$210K | 1.76% | 17 |
|
2020
Q1 | $67.2M | Sell |
485,292
-8,528
| -2% | -$1.18M | 1.75% | 17 |
|
2019
Q4 | $75.8M | Sell |
493,820
-1,565
| -0.3% | -$240K | 1.45% | 24 |
|
2019
Q3 | $71.5M | Buy |
+495,385
| New | +$71.5M | 1.47% | 24 |
|