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Caliber Wealth Management, LLC

SEC CIK
0001800453
Latest filing
Apr 25, 2024

DHR holding history

Danaher Corp in every 13F filed by Caliber Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DHR overviewAll 13F holders of DHRFull Q1 2024 holdings

Shares (Q1 2024)
10,243
Value
$2.56M
% of portfolio
1.4%
Quarters held
13
Since Q1 2021
Holdings of DHR by Caliber Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202410,243$2.56M1.4%+401+4.1%AddedHolders
Q4 20239,842$2.28M1.3%+632+6.9%AddedHolders
Q3 20239,210$2.28M1.5%+680+8.0%AddedHolders
Q2 20238,530$2.05M1.4%+866+11.3%AddedHolders
Q1 20237,664$1.93M1.4%+1,419+22.7%AddedHolders
Q4 20226,245$1.66M1.3%−2,953−32.1%ReducedHolders
Q3 20229,198$2.38M1.9%+58+0.6%AddedHolders
Q2 20229,140$2.32M1.8%−48−0.5%ReducedHolders
Q1 20229,188$2.69M1.7%+581+6.8%AddedHolders
Q4 20218,607$2.52M1.7%+1,277+17.4%AddedHolders
Q3 20217,330$2.23M1.6%−82−1.1%ReducedHolders
Q2 20217,412$1.99M1.4%+253+3.5%AddedHolders
Q1 20217,159$1.61M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.