Avantax Planning Partners’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Buy |
3,860
+1,420
| +58% | +$281K | 0.02% | 213 |
|
|
2025
Q1 | $500K | Sell |
2,440
-132
| -5% | -$27.1K | 0.02% | 260 |
|
|
2024
Q4 | $590K | Buy |
2,572
+626
| +32% | +$144K | 0.02% | 232 |
|
|
2024
Q3 | $541K | Sell |
1,946
-409
| -17% | -$114K | 0.02% | 245 |
|
|
2024
Q2 | $588K | Sell |
2,355
-602
| -20% | -$150K | 0.02% | 265 |
|
|
2024
Q1 | $738K | Sell |
2,957
-536
| -15% | -$134K | 0.02% | 240 |
|
|
2023
Q4 | $808K | Sell |
3,493
-1,028
| -23% | -$238K | 0.03% | 187 |
|
|
2023
Q3 | $994K | Sell |
4,521
-4,990
| -52% | -$1.1M | 0.04% | 161 |
|
|
2023
Q2 | $2.02M | Sell |
9,511
-48
| -0.5% | -$10.2K | 0.08% | 105 |
|
|
2023
Q1 | $2.14M | Buy |
9,559
+844
| +10% | +$189K | 0.09% | 101 |
|
|
2022
Q4 | $2.05M | Sell |
8,715
-529
| -6% | -$124K | 0.08% | 101 |
|
|
2022
Q3 | $2.12M | Buy |
9,244
+2,976
| +47% | +$682K | 0.1% | 92 |
|
|
2022
Q2 | $1.41M | Buy |
6,268
+1,755
| +39% | +$395K | 0.06% | 122 |
|
|
2022
Q1 | $1.17M | Sell |
4,513
-19
| -0.4% | -$4.94K | 0.05% | 147 |
|
|
2021
Q4 | $1.32M | Buy |
4,532
+443
| +11% | +$129K | 0.05% | 135 |
|
|
2021
Q3 | $1.1M | Buy |
4,089
+44
| +1% | +$11.9K | 0.05% | 131 |
|
|
2021
Q2 | $962K | Buy |
+4,045
| New | +$962K | 0.05% | 138 |
|
|
2019
Q4 | – | Sell |
-3,854
| Closed | -$494K | – | 309 |
|
|
2019
Q3 | $494K | Hold |
3,854
| – | – | 0.03% | 170 |
|
|
2019
Q2 | $491K | Buy |
3,854
+222
| +6% | +$28.3K | 0.03% | 172 |
|
|
2019
Q1 | $425K | Buy |
3,632
+130
| +4% | +$15.2K | 0.03% | 179 |
|
|
2018
Q4 | $320K | Hold |
3,502
| – | – | 0.02% | 190 |
|
|
2018
Q3 | $337K | Buy |
3,502
+403
| +13% | +$38.8K | 0.03% | 183 |
|
|
2018
Q2 | $271K | Sell |
3,099
-283
| -8% | -$24.7K | 0.02% | 195 |
|
|
2018
Q1 | $293K | Buy |
3,382
+25
| +0.7% | +$2.17K | 0.03% | 229 |
|
|
2017
Q4 | $276K | Sell |
3,357
-316
| -9% | -$26K | 0.03% | 236 |
|
|
2017
Q3 | $279K | Buy |
3,673
+353
| +11% | +$26.8K | 0.02% | 289 |
|
|
2017
Q2 | $248K | Sell |
3,320
-79
| -2% | -$5.9K | 0.02% | 291 |
|
|
2017
Q1 | $258K | Sell |
3,399
-189
| -5% | -$14.3K | 0.02% | 261 |
|
|
2016
Q4 | $248K | Buy |
+3,588
| New | +$248K | 0.03% | 257 |
|