Exencial 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 | $3.67M | Buy |
18,595
+6,681
| +56% | +$1.32M | 0.13% | 157 |
|
|
2025
Q1 | $2.44M | Sell |
11,914
-135
| -1% | -$27.7K | 0.09% | 194 |
|
|
2024
Q4 | $2.77M | Sell |
12,049
-464
| -4% | -$107K | 0.1% | 183 |
|
|
2024
Q3 | $3.48M | Sell |
12,513
-637
| -5% | -$177K | 0.12% | 166 |
|
|
2024
Q2 | $3.29M | Sell |
13,150
-811
| -6% | -$203K | 0.12% | 162 |
|
|
2024
Q1 | $3.49M | Sell |
13,961
-782
| -5% | -$195K | 0.13% | 162 |
|
|
2023
Q4 | $3.41M | Sell |
14,743
-1,743
| -11% | -$403K | 0.14% | 150 |
|
|
2023
Q3 | $3.63M | Sell |
16,486
-4,494
| -21% | -$988K | 0.18% | 134 |
|
|
2023
Q2 | $4.46M | Buy |
20,980
+11,346
| +118% | +$2.41M | 0.21% | 122 |
|
|
2023
Q1 | $2.15M | Sell |
9,634
-212
| -2% | -$47.4K | 0.11% | 164 |
|
|
2022
Q4 | $2.32M | Sell |
9,846
-418
| -4% | -$98.4K | 0.12% | 165 |
|
|
2022
Q3 | $2.35M | Buy |
10,264
+1,098
| +12% | +$251K | 0.14% | 150 |
|
|
2022
Q2 | $2.06M | Sell |
9,166
-172
| -2% | -$38.7K | 0.12% | 166 |
|
|
2022
Q1 | $2.43M | Sell |
9,338
-409
| -4% | -$106K | 0.12% | 172 |
|
|
2021
Q4 | $2.84M | Sell |
9,747
-297
| -3% | -$86.6K | 0.14% | 166 |
|
|
2021
Q3 | $2.71M | Sell |
10,044
-2,041
| -17% | -$551K | 0.12% | 130 |
|
|
2021
Q2 | $2.88M | Buy |
12,085
+371
| +3% | +$88.3K | 0.16% | 154 |
|
|
2021
Q1 | $2.34M | Sell |
11,714
-87
| -0.7% | -$17.4K | 0.14% | 165 |
|
|
2020
Q4 | $2.32M | Sell |
11,801
-9,651
| -45% | -$1.9M | 0.16% | 143 |
|
|
2020
Q3 | $4.1M | Buy |
21,452
+9,267
| +76% | +$1.77M | 0.22% | 127 |
|
|
2020
Q2 | $1.91M | Buy |
12,185
+9,759
| +402% | +$1.53M | 0.17% | 140 |
|
|
2020
Q1 | $298K | Buy |
+2,426
| New | +$298K | 0.05% | 192 |
|
|
2019
Q4 | – | Sell |
-1,616
| Closed | -$207K | – | 267 |
|
|
2019
Q3 | $207K | Buy |
+1,616
| New | +$207K | 0.04% | 235 |
|