DWA

Dougherty Wealth Advisers’s Danaher DHR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$155K	Hold	786	–	–	0.1%	45
2025 Q1	$161K	Hold	786	–	–	0.12%	44
2024 Q4	$180K	Hold	786	–	–	0.14%	43
2024 Q3	$219K	Hold	786	–	–	0.17%	36
2024 Q2	$196K	Hold	786	–	–	0.17%	36
2024 Q1	$196K	Sell	786 -206	-21%	-$51.4K	0.17%	37
2023 Q4	$229K	Hold	992	–	–	0.21%	33
2023 Q3	$246K	Sell	992 -248	-20%	-$61.5K	0.29%	26
2023 Q2	$298K	Hold	1,240	–	–	0.41%	24
2023 Q1	$313K	Hold	1,240	–	–	0.47%	23
2022 Q4	$329K	Hold	1,240	–	–	0.54%	21
2022 Q3	$320K	Hold	1,240	–	–	0.63%	17
2022 Q2	$314K	Hold	1,240	–	–	0.59%	17
2022 Q1	$364K	Hold	1,240	–	–	0.55%	22
2021 Q4	$408K	Hold	1,240	–	–	0.57%	23
2021 Q3	$378K	Hold	1,240	–	–	0.56%	23
2021 Q2	$333K	Hold	1,240	–	–	0.49%	25
2021 Q1	$279K	Hold	1,240	–	–	0.42%	28
2020 Q4	$275K	Hold	1,240	–	–	0.43%	28
2020 Q3	$267K	Hold	1,240	–	–	0.92%	25
2020 Q2	$219K	Hold	1,240	–	–	0.8%	28
2020 Q1	$172K	Hold	1,240	–	–	0.68%	37
2019 Q4	$190K	Hold	1,240	–	–	0.58%	38
2019 Q3	$179K	Sell	1,240 -15	-1%	-$2.17K	0.59%	40
2019 Q2	$179K	Hold	1,255	–	–	0.51%	43
2019 Q1	$166K	Hold	1,255	–	–	0.56%	39
2018 Q4	$136K	Buy	+1,255	New	+$136K	0.45%	46