BWM

BigSur Wealth Management’s Danaher DHR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.44M	Sell	12,315 -2,360	-16%	-$467K	0.62%	45
2025 Q1	$3.01M	Hold	14,675	–	–	0.82%	34
2024 Q4	$3.37M	Sell	14,675 -60	-0.4%	-$13.8K	0.96%	30
2024 Q3	$4.1M	Buy	14,735 +205	+1%	+$57K	1.13%	24
2024 Q2	$3.63M	Buy	14,530 +2,990	+26%	+$748K	1.11%	23
2024 Q1	$2.88M	Buy	11,540 +5,400	+88%	+$1.35M	0.9%	29
2023 Q4	$1.42M	Hold	6,140	–	–	0.68%	39
2023 Q3	$1.52M	Buy	6,140 +1,670	+37%	+$414K	0.77%	38
2023 Q2	$1.07M	Sell	4,470 -420	-9%	-$101K	0.51%	52
2023 Q1	$1.23M	Sell	4,890 -1,000	-17%	-$252K	0.58%	51
2022 Q4	$1.56M	Hold	5,890	–	–	0.75%	37
2022 Q3	$1.52M	Hold	5,890	–	–	0.77%	39
2022 Q2	$1.5M	Hold	5,890	–	–	0.7%	45
2022 Q1	$1.73M	Buy	5,890 +3,000	+104%	+$881K	0.67%	43
2021 Q4	$951K	Hold	2,890	–	–	0.37%	66
2021 Q3	$880K	Sell	2,890 -160	-5%	-$48.7K	0.4%	63
2021 Q2	$819K	Hold	3,050	–	–	0.37%	68
2021 Q1	$688K	Hold	3,050	–	–	0.35%	65
2020 Q4	$678K	Hold	3,050	–	–	0.38%	63
2020 Q3	$657K	Buy	3,050 +150	+5%	+$32.3K	0.42%	58
2020 Q2	$513K	Sell	2,900 -150	-5%	-$26.5K	0.37%	58
2020 Q1	$423K	Hold	3,050	–	–	0.32%	65
2019 Q4	$469K	Hold	3,050	–	–	0.27%	74
2019 Q3	$441K	Hold	3,050	–	–	0.3%	68
2019 Q2	$440K	Sell	3,050 -2,000	-40%	-$289K	0.31%	68
2019 Q1	$668K	Hold	5,050	–	–	0.44%	49
2018 Q4	$522K	Sell	5,050 -150	-3%	-$15.5K	0.37%	50
2018 Q3	$566K	Sell	5,200 -200	-4%	-$21.8K	0.35%	50
2018 Q2	$534K	Sell	5,400 -2,600	-33%	-$257K	0.39%	50
2018 Q1	$785K	Buy	+8,000	New	+$785K	0.56%	36