Zimmermann Investment Management & Planning’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,142
| Closed | -$243K | – | 108 |
|
2023
Q2 | $243K | Sell |
1,142
-356
| -24% | -$75.7K | 0.11% | 96 |
|
2023
Q1 | $335K | Sell |
1,498
-362
| -19% | -$80.9K | 0.17% | 87 |
|
2022
Q4 | $438K | Sell |
1,860
-248
| -12% | -$58.4K | 0.25% | 62 |
|
2022
Q3 | $483K | Sell |
2,108
-1,620
| -43% | -$371K | 0.3% | 54 |
|
2022
Q2 | $838K | Buy |
3,728
+399
| +12% | +$89.7K | 0.57% | 40 |
|
2022
Q1 | $866K | Buy |
3,329
+2,218
| +200% | +$577K | 0.51% | 45 |
|
2021
Q4 | $324K | Buy |
+1,111
| New | +$324K | 0.18% | 69 |
|