EP 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 | $10.3M | Buy |
51,973
+24,482
| +89% | +$4.84M | 0.07% | 179 |
|
|
2025
Q1 | $5.64M | Buy |
27,491
+216
| +0.8% | +$44.3K | 0.05% | 208 |
|
|
2024
Q4 | $6.26M | Buy |
27,275
+210
| +0.8% | +$48.2K | 0.05% | 190 |
|
|
2024
Q3 | $7.52M | Buy |
27,065
+3,593
| +15% | +$999K | 0.06% | 178 |
|
|
2024
Q2 | $5.86M | Buy |
23,472
+850
| +4% | +$212K | 0.06% | 170 |
|
|
2024
Q1 | $5.65M | Buy |
22,622
+2,319
| +11% | +$579K | 0.07% | 160 |
|
|
2023
Q4 | $4.7M | Sell |
20,303
-5,334
| -21% | -$1.23M | 0.06% | 168 |
|
|
2023
Q3 | $5.64M | Sell |
25,637
-1,577
| -6% | -$347K | 0.09% | 135 |
|
|
2023
Q2 | $5.48M | Buy |
27,214
+19,132
| +237% | +$3.85M | 0.08% | 141 |
|
|
2023
Q1 | $700K | Sell |
8,082
-19,422
| -71% | -$1.68M | 0.01% | 355 |
|
|
2022
Q4 | $6.47M | Sell |
27,504
-311
| -1% | -$73.2K | 0.12% | 113 |
|
|
2022
Q3 | $6.37M | Buy |
27,815
+20,943
| +305% | +$4.8M | 0.14% | 103 |
|
|
2022
Q2 | $1.54M | Buy |
6,872
+3,346
| +95% | +$752K | 0.03% | 216 |
|
|
2022
Q1 | $917K | Buy |
3,526
+898
| +34% | +$234K | 0.02% | 286 |
|
|
2021
Q4 | $767K | Buy |
2,628
+459
| +21% | +$134K | 0.02% | 288 |
|
|
2021
Q3 | $585K | Sell |
2,169
-124
| -5% | -$33.4K | 0.02% | 305 |
|
|
2021
Q2 | $546K | Sell |
2,293
-72
| -3% | -$17.1K | 0.02% | 321 |
|
|
2021
Q1 | $472K | Sell |
2,365
-342
| -13% | -$68.3K | 0.02% | 336 |
|
|
2020
Q4 | $533K | Buy |
2,707
+265
| +11% | +$52.2K | 0.02% | 255 |
|
|
2020
Q3 | $466K | Sell |
2,442
-135
| -5% | -$25.8K | 0.02% | 233 |
|
|
2020
Q2 | $404K | Sell |
2,577
-705
| -21% | -$111K | 0.02% | 272 |
|
|
2020
Q1 | $403K | Buy |
3,282
+1,143
| +53% | +$140K | 0.02% | 276 |
|
|
2019
Q4 | $291K | Sell |
2,139
-913
| -30% | -$124K | 0.01% | 332 |
|
|
2019
Q3 | $391K | Buy |
3,052
+759
| +33% | +$97.2K | 0.02% | 245 |
|
|
2019
Q2 | $291K | Sell |
2,293
-44
| -2% | -$5.58K | 0.02% | 242 |
|
|
2019
Q1 | $274K | Buy |
+2,337
| New | +$274K | 0.03% | 209 |
|
|
2018
Q4 | – | Sell |
-2,198
| Closed | -$212K | – | 272 |
|
|
2018
Q3 | $212K | Buy |
+2,198
| New | +$212K | 0.02% | 264 |
|