Heritage 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 | $296K | Hold |
1,499
| – | – | 0.01% | 173 |
|
|
2025
Q1 | $307K | Sell |
1,499
-111
| -7% | -$22.7K | 0.02% | 165 |
|
|
2024
Q4 | $370K | Sell |
1,610
-244
| -13% | -$56K | 0.02% | 156 |
|
|
2024
Q3 | $515K | Buy |
1,854
+35
| +2% | +$9.73K | 0.02% | 142 |
|
|
2024
Q2 | $454K | Sell |
1,819
-41
| -2% | -$10.2K | 0.02% | 146 |
|
|
2024
Q1 | $464K | Hold |
1,860
| – | – | 0.02% | 148 |
|
|
2023
Q4 | $430K | Sell |
1,860
-237
| -11% | -$54.8K | 0.02% | 154 |
|
|
2023
Q3 | $461K | Sell |
2,097
-148
| -7% | -$32.6K | 0.03% | 137 |
|
|
2023
Q2 | $478K | Sell |
2,245
-25
| -1% | -$5.32K | 0.03% | 138 |
|
|
2023
Q1 | $507K | Buy |
2,270
+67
| +3% | +$15K | 0.03% | 128 |
|
|
2022
Q4 | $518K | Buy |
2,203
+461
| +26% | +$108K | 0.03% | 127 |
|
|
2022
Q3 | $399K | Hold |
1,742
| – | – | 0.03% | 138 |
|
|
2022
Q2 | $391K | Hold |
1,742
| – | – | 0.03% | 142 |
|
|
2022
Q1 | $453K | Hold |
1,742
| – | – | 0.03% | 134 |
|
|
2021
Q4 | $508K | Hold |
1,742
| – | – | 0.03% | 137 |
|
|
2021
Q3 | $470K | Hold |
1,742
| – | – | 0.03% | 138 |
|
|
2021
Q2 | $414K | Sell |
1,742
-2,001
| -53% | -$476K | 0.03% | 149 |
|
|
2021
Q1 | $747K | Buy |
3,743
+220
| +6% | +$43.9K | 0.05% | 107 |
|
|
2020
Q4 | $694K | Buy |
3,523
+2,001
| +131% | +$394K | 0.04% | 111 |
|
|
2020
Q3 | $290K | Hold |
1,522
| – | – | 0.04% | 127 |
|
|
2020
Q2 | $239K | Hold |
1,522
| – | – | 0.03% | 131 |
|
|
2020
Q1 | $187K | Sell |
1,522
-119
| -7% | -$14.6K | 0.03% | 136 |
|
|
2019
Q4 | $223K | Buy |
1,641
+20
| +1% | +$2.72K | 0.03% | 157 |
|
|
2019
Q3 | $207K | Sell |
1,621
-34
| -2% | -$4.34K | 0.03% | 154 |
|
|
2019
Q2 | $210K | Sell |
1,655
-44
| -3% | -$5.57K | 0.03% | 138 |
|
|
2019
Q1 | $199K | Hold |
1,699
| – | – | 0.03% | 130 |
|
|
2018
Q4 | $155K | Sell |
1,699
-691
| -29% | -$63K | 0.03% | 136 |
|
|
2018
Q3 | $230K | Hold |
2,390
| – | – | 0.05% | 114 |
|
|
2018
Q2 | $210K | Sell |
2,390
-75
| -3% | -$6.59K | 0.08% | 112 |
|
|
2018
Q1 | $216K | Sell |
2,465
-549
| -18% | -$48.1K | 0.09% | 106 |
|
|
2017
Q4 | $248K | Buy |
+3,014
| New | +$248K | 0.11% | 99 |
|