Heritage Trust’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Buy |
29,274
+347
| +1% | +$68.5K | 0.67% | 37 |
|
|
2025
Q1 | $5.93M | Sell |
28,927
-869
| -3% | -$178K | 0.72% | 38 |
|
|
2024
Q4 | $6.84M | Buy |
+29,796
| New | +$6.84M | 0.81% | 31 |
|
|
2024
Q2 | $7.75M | Buy |
31,005
+255
| +0.8% | +$63.7K | 1.02% | 20 |
|
|
2024
Q1 | $7.68M | Sell |
30,750
-1
| -0% | -$250 | 1.03% | 19 |
|
|
2023
Q4 | $7.11M | Sell |
30,751
-3,097
| -9% | -$716K | 1% | 21 |
|
|
2023
Q3 | $7.44M | Sell |
33,848
-416
| -1% | -$91.5K | 1.16% | 18 |
|
|
2023
Q2 | $7.29M | Buy |
34,264
+1,378
| +4% | +$293K | 1.07% | 21 |
|
|
2023
Q1 | $7.35M | Buy |
32,886
+33
| +0.1% | +$7.37K | 1.16% | 19 |
|
|
2022
Q4 | $7.73M | Sell |
32,853
-1,052
| -3% | -$248K | 1.26% | 16 |
|
|
2022
Q3 | $7.76M | Buy |
33,905
+120
| +0.4% | +$27.5K | 1.36% | 13 |
|
|
2022
Q2 | $7.59M | Sell |
33,785
-545
| -2% | -$122K | 1.24% | 15 |
|
|
2022
Q1 | $8.93M | Sell |
34,330
-19,655
| -36% | -$5.11M | 1.26% | 18 |
|
|
2021
Q4 | $15.7M | Sell |
53,985
-282
| -0.5% | -$82.3K | 2.02% | 5 |
|
|
2021
Q3 | $14.6M | Sell |
54,267
-1,685
| -3% | -$455K | 2.06% | 4 |
|
|
2021
Q2 | $13.3M | Sell |
55,952
-1,979
| -3% | -$471K | 1.9% | 6 |
|
|
2021
Q1 | $11.6M | Sell |
57,931
-1,449
| -2% | -$289K | 1.76% | 6 |
|
|
2020
Q4 | $11.7M | Sell |
59,380
-2,572
| -4% | -$507K | 1.89% | 6 |
|
|
2020
Q3 | $11.8M | Sell |
61,952
-8,844
| -12% | -$1.69M | 2.2% | 5 |
|
|
2020
Q2 | $11.1M | Sell |
70,796
-709
| -1% | -$111K | 2.17% | 5 |
|
|
2020
Q1 | $8.78M | Sell |
71,505
-5,867
| -8% | -$720K | 2.19% | 7 |
|
|
2019
Q4 | $10.5M | Sell |
77,372
-2,023
| -3% | -$275K | 2.1% | 6 |
|
|
2019
Q3 | $10.2M | Sell |
79,395
-1,033
| -1% | -$132K | 2.2% | 6 |
|
|
2019
Q2 | $10.2M | Sell |
80,428
-1,525
| -2% | -$193K | 2.27% | 6 |
|
|
2019
Q1 | $9.59M | Buy |
81,953
+47,320
| +137% | +$5.54M | 2.21% | 6 |
|
|
2018
Q4 | $3.17M | Sell |
34,633
-132
| -0.4% | -$12.1K | 1.31% | 20 |
|
|
2018
Q3 | $3.35M | Sell |
34,765
-140
| -0.4% | -$13.5K | 1.2% | 23 |
|
|
2018
Q2 | $3.05M | Buy |
34,905
+548
| +2% | +$47.9K | 1.15% | 24 |
|
|
2018
Q1 | $2.98M | Sell |
34,357
-385
| -1% | -$33.4K | 1.11% | 25 |
|
|
2017
Q4 | $2.86M | Sell |
34,742
-557
| -2% | -$45.8K | 1.03% | 32 |
|
|
2017
Q3 | $2.69M | Sell |
35,299
-400
| -1% | -$30.4K | 0.99% | 32 |
|
|
2017
Q2 | $2.67M | Sell |
35,699
-382
| -1% | -$28.6K | 1.03% | 31 |
|
|
2017
Q1 | $2.74M | Buy |
+36,081
| New | +$2.74M | 1.04% | 31 |
|