Bordeaux Wealth Advisors’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$813K Buy
4,117
+256
+7% +$50.6K 0.1% 66
2025
Q1
$792K Sell
3,861
-122
-3% -$25K 0.15% 66
2024
Q4
$914K Sell
3,983
-33
-0.8% -$7.58K 0.15% 60
2024
Q3
$1.12M Buy
4,016
+204
+5% +$56.7K 0.2% 52
2024
Q2
$952K Buy
3,812
+10
+0.3% +$2.5K 0.18% 51
2024
Q1
$949K Sell
3,802
-439
-10% -$110K 0.31% 37
2023
Q4
$981K Sell
4,241
-133
-3% -$30.8K 0.33% 38
2023
Q3
$962K Buy
4,374
+77
+2% +$16.9K 0.39% 34
2023
Q2
$914K Buy
4,297
+37
+0.9% +$7.87K 0.37% 34
2023
Q1
$952K Buy
4,260
+66
+2% +$14.7K 0.49% 27
2022
Q4
$987K Sell
4,194
-133
-3% -$31.3K 0.54% 25
2022
Q3
$991K Buy
4,327
+73
+2% +$16.7K 0.62% 28
2022
Q2
$956K Buy
4,254
+15
+0.4% +$3.37K 0.66% 28
2022
Q1
$1.1M Sell
4,239
-501
-11% -$130K 0.59% 30
2021
Q4
$1.38M Sell
4,740
-445
-9% -$130K 0.63% 29
2021
Q3
$1.4M Hold
5,185
0.79% 24
2021
Q2
$1.23M Hold
5,185
0.71% 22
2021
Q1
$1.04M Hold
5,185
0.72% 21
2020
Q4
$1.02M Buy
+5,185
New +$1.02M 0.77% 17