BerganKDV Wealth Management’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$684K Sell
3,215
-144
-4% -$30.6K 0.07% 152
2023
Q1
$751K Buy
3,359
+109
+3% +$24.4K 0.08% 148
2022
Q4
$765K Buy
3,250
+66
+2% +$15.5K 0.08% 143
2022
Q3
$729K Buy
3,184
+186
+6% +$42.6K 0.09% 138
2022
Q2
$674K Hold
2,998
0.08% 149
2022
Q1
$780K Sell
2,998
-16
-0.5% -$4.16K 0.08% 140
2021
Q4
$879K Sell
3,014
-73
-2% -$21.3K 0.09% 142
2021
Q3
$833K Hold
3,087
0.09% 134
2021
Q2
$734K Hold
3,087
0.09% 144
2021
Q1
$616K Sell
3,087
-9
-0.3% -$1.8K 0.08% 158
2020
Q4
$610K Buy
3,096
+59
+2% +$11.6K 0.09% 145
2020
Q3
$580K Sell
3,037
-135
-4% -$25.8K 0.09% 142
2020
Q2
$497K Buy
3,172
+59
+2% +$9.24K 0.09% 145
2020
Q1
$382K Buy
3,113
+9
+0.3% +$1.1K 0.08% 154
2019
Q4
$422K Buy
3,104
+2,564
+475% +$349K 0.08% 165
2019
Q3
$69K Sell
540
-452
-46% -$57.8K 0.01% 297
2019
Q2
$126K Hold
992
0.02% 245
2019
Q1
$116K Hold
992
0.02% 263
2018
Q4
$91K Buy
992
+60
+6% +$5.5K 0.02% 246
2018
Q3
$90K Sell
932
-338
-27% -$32.6K 0.02% 262
2018
Q2
$111K Buy
+1,270
New +$111K 0.02% 241