Applied Finance Capital Management’s Danaher DHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.74M	Sell	51,389 -565	-1%	-$120K	0.73%	54
2025 Q4	$11.9M	Sell	51,954 -4,465	-8%	-$982K	0.85%	48
2025 Q3	$11.2M	Sell	56,419 -9,309	-14%	-$1.85M	0.79%	50
2025 Q2	$13M	Buy	65,728 +9,075	+16%	+$1.76M	0.89%	44
2025 Q1	$11.6M	Sell	56,653 -48,760	-46%	-$10.6M	0.85%	49
2024 Q4	$24.2M	Sell	105,413 -2,553	-2%	-$627K	1.05%	44
2024 Q3	$30M	Sell	107,966 -817	-0.8%	-$216K	1.28%	38
2024 Q2	$27.2M	Buy	108,783 +20,306	+23%	+$5.13M	1.26%	43
2024 Q1	$22.1M	Buy	88,477 +9,222	+12%	+$2.25M	1.55%	39
2023 Q4	$18.3M	Buy	79,255 +7,968	+11%	+$1.7M	1.59%	37
2023 Q3	$15.7M	Buy	71,287 +10,684	+18%	+$2.38M	1.7%	35
2023 Q2	$12.9M	Buy	60,603 +3,125	+5%	+$662K	1.46%	41
2023 Q1	$12.8M	Buy	57,478 +835	+1%	+$190K	1.6%	34
2022 Q4	$13.3M	Buy	+56,643	New	+$13.1M	1.74%	30