BWP
Baldwin Wealth Partners’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
82,504
+2,424
| +3% | +$479K | 1.11% | 26 |
|
|
2025
Q1 | $16.4M | Sell |
80,080
-28
| -0% | -$5.74K | 1.15% | 28 |
|
|
2024
Q4 | $18.4M | Buy |
80,108
+4,673
| +6% | +$1.07M | 1.27% | 23 |
|
|
2024
Q3 | $21M | Sell |
75,435
-126
| -0.2% | -$35K | 1.43% | 20 |
|
|
2024
Q2 | $18.9M | Sell |
75,561
-5,278
| -7% | -$1.32M | 1.47% | 19 |
|
|
2024
Q1 | $20.2M | Sell |
80,839
-1,886
| -2% | -$471K | 1.52% | 18 |
|
|
2023
Q4 | $19.1M | Buy |
82,725
+5,789
| +8% | +$1.34M | 1.5% | 18 |
|
|
2023
Q3 | $19.1M | Sell |
76,936
-2,100
| -3% | -$521K | 1.64% | 17 |
|
|
2023
Q2 | $19M | Buy |
79,036
+607
| +0.8% | +$146K | 1.56% | 17 |
|
|
2023
Q1 | $19.8M | Buy |
78,429
+651
| +0.8% | +$164K | 1.72% | 13 |
|
|
2022
Q4 | $20.6M | Buy |
77,778
+4,470
| +6% | +$1.19M | 1.87% | 12 |
|
|
2022
Q3 | $18.9M | Buy |
73,308
+18,400
| +34% | +$4.75M | 2.62% | 9 |
|
|
2022
Q2 | $13.9M | Sell |
54,908
-500
| -0.9% | -$127K | 1.8% | 18 |
|
|
2022
Q1 | $16.3M | Buy |
55,408
+139
| +0.3% | +$40.8K | 1.72% | 15 |
|
|
2021
Q4 | $18.2M | Buy |
55,269
+381
| +0.7% | +$125K | 1.82% | 14 |
|
|
2021
Q3 | $16.7M | Sell |
54,888
-838
| -2% | -$255K | 1.85% | 15 |
|
|
2021
Q2 | $15M | Sell |
55,726
-2,555
| -4% | -$686K | 1.63% | 20 |
|
|
2021
Q1 | $13.1M | Buy |
58,281
+323
| +0.6% | +$72.7K | 1.56% | 25 |
|
|
2020
Q4 | $12.9M | Sell |
57,958
-1,188
| -2% | -$264K | 1.62% | 23 |
|
|
2020
Q3 | $12.7M | Sell |
59,146
-2,072
| -3% | -$446K | 1.74% | 20 |
|
|
2020
Q2 | $10.8M | Sell |
61,218
-908
| -1% | -$161K | 1.59% | 22 |
|
|
2020
Q1 | $8.6M | Sell |
62,126
-1,790
| -3% | -$248K | 1.51% | 23 |
|
|
2019
Q4 | $9.81M | Buy |
63,916
+310
| +0.5% | +$47.6K | 1.37% | 28 |
|
|
2019
Q3 | $9.19M | Sell |
63,606
-3,272
| -5% | -$473K | 1.38% | 29 |
|
|
2019
Q2 | $9.56M | Sell |
66,878
-1,285
| -2% | -$184K | 1.41% | 26 |
|
|
2019
Q1 | $9M | Sell |
68,163
-2,263
| -3% | -$299K | 1.34% | 26 |
|
|
2018
Q4 | $7.26M | Buy |
70,426
+3,332
| +5% | +$344K | 1.22% | 25 |
|
|
2018
Q3 | $7.29M | Buy |
67,094
+19,232
| +40% | +$2.09M | 1.02% | 32 |
|
|
2018
Q2 | $4.72M | Buy |
47,862
+12,075
| +34% | +$1.19M | 0.73% | 46 |
|
|
2018
Q1 | $3.5M | Sell |
35,787
-665
| -2% | -$65.1K | 0.57% | 51 |
|
|
2017
Q4 | $3.38M | Sell |
36,452
-382
| -1% | -$35.5K | 0.53% | 52 |
|
|
2017
Q3 | $3.16M | Sell |
36,834
-100
| -0.3% | -$8.58K | 0.51% | 51 |
|
|
2017
Q2 | $3.12M | Hold |
36,934
| – | – | 0.5% | 50 |
|
|
2017
Q1 | $3.16M | Sell |
36,934
-1,418
| -4% | -$121K | 0.52% | 46 |
|
|
2016
Q4 | $2.99M | Sell |
38,352
-2,602
| -6% | -$203K | 0.54% | 41 |
|
|
2016
Q3 | $3.21M | Sell |
40,954
-7,678
| -16% | -$602K | 0.58% | 41 |
|
|
2016
Q2 | $4.91M | Sell |
48,632
-205
| -0.4% | -$20.7K | 1.01% | 33 |
|
|
2016
Q1 | $4.63M | Buy |
48,837
+4,168
| +9% | +$395K | 0.83% | 34 |
|
|
2015
Q4 | $4.15M | Sell |
44,669
-2,215
| -5% | -$206K | 0.68% | 44 |
|
|
2015
Q3 | $4M | Buy |
46,884
+500
| +1% | +$42.6K | 0.67% | 44 |
|
|
2015
Q2 | $3.97M | Sell |
46,384
-675
| -1% | -$57.8K | 0.59% | 48 |
|
|
2015
Q1 | $4M | Sell |
47,059
-12,975
| -22% | -$1.1M | 0.59% | 49 |
|
|
2014
Q4 | $5.15M | Sell |
60,034
-7,457
| -11% | -$639K | 0.74% | 39 |
|
|
2014
Q3 | $5.13M | Sell |
67,491
-650
| -1% | -$49.4K | 0.73% | 46 |
|
|
2014
Q2 | $5.37M | Sell |
68,141
-640
| -0.9% | -$50.4K | 0.8% | 43 |
|
|
2014
Q1 | $5.16M | Sell |
68,781
-2,373
| -3% | -$178K | 0.83% | 41 |
|
|
2013
Q4 | $5.49M | Sell |
71,154
-5,997
| -8% | -$463K | 0.88% | 39 |
|
|
2013
Q3 | $5.35M | Buy |
77,151
+725
| +0.9% | +$50.3K | 0.98% | 37 |
|
|
2013
Q2 | $4.84M | Buy |
+76,426
| New | +$4.84M | 0.96% | 33 |
|