Independent Solutions Wealth Management’s Danaher DHR Stock Holding History

Independent Solutions Wealth Management’s Portfolio DHR Stock Details DHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-879	Closed	-$229K	–	229
2022 Q1	$229K	Hold	879	–	–	0.05%	200
2021 Q4	$256K	Sell	879 -56	-6%	-$15.4K	0.06%	198
2021 Q3	$252K	Sell	935 -407	-30%	-$111K	0.06%	196
2021 Q2	$319K	Hold	1,342	–	–	0.08%	172
2021 Q1	$268K	Sell	1,342 -25	-2%	-$5.08K	0.07%	159
2020 Q4	$269K	Sell	1,367 -310	-18%	-$62.2K	0.08%	155
2020 Q3	$320K	Hold	1,677	–	–	0.12%	125
2020 Q2	$263K	Hold	1,677	–	–	0.11%	128
2020 Q1	$206K	Sell	1,677 -226	-12%	-$30.5K	0.11%	126
2019 Q4	$259K	Buy	+1,903	New	+$240K	0.11%	135

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Solutions Wealth Management's DHR Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Danaher (DHR) in Q2 2022, closing a stake of 879 shares — an estimated $229K sold.

Independent Solutions Wealth Management first reported a position in DHR in Q4 2019 and held it in 10 quarters. The position peaked at $320K in Q3 2020. 2,009 funds tracked by Wall St. Rank hold DHR as of Q2 2022.

Independent Solutions Wealth Management reported no remaining Danaher position as of Q2 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 879 Danaher shares in Q2 2022, an estimated $229K.
Independent Solutions Wealth Management first reported a position in Danaher in Q4 2019 and held it in 10 quarters.
Independent Solutions Wealth Management's Danaher position peaked at $320K in Q3 2020.
2,009 funds tracked by Wall St. Rank held Danaher as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.