Heritage Investment Group’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,972
Closed -$2.99M 98
2024
Q1
$2.99M Sell
11,972
-74
-0.6% -$18.5K 0.62% 20
2023
Q4
$2.79M Sell
12,046
-1,570
-12% -$363K 0.62% 20
2023
Q3
$3M Sell
13,616
-1,064
-7% -$234K 0.82% 17
2023
Q2
$3.12M Sell
14,680
-89
-0.6% -$18.9K 0.87% 13
2023
Q1
$3.3M Sell
14,769
-210
-1% -$46.9K 1% 12
2022
Q4
$3.53M Sell
14,979
-14
-0.1% -$3.3K 1.12% 12
2022
Q3
$3.43M Sell
14,993
-29
-0.2% -$6.64K 2.11% 9
2022
Q2
$3.38M Sell
15,022
-3
-0% -$674 1.95% 9
2022
Q1
$3.91M Hold
15,025
2.83% 5
2021
Q4
$4.38M Buy
+15,025
New +$4.38M 3.45% 4