Institute for Wealth Management’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Sell
3,122
-8
-0.3% -$1.58K 0.07% 270
2025
Q1
$642K Sell
3,130
-174
-5% -$35.7K 0.08% 249
2024
Q4
$758K Sell
3,304
-223
-6% -$51.2K 0.1% 220
2024
Q3
$980K Sell
3,527
-15
-0.4% -$4.17K 0.12% 181
2024
Q2
$885K Sell
3,542
-14
-0.4% -$3.5K 0.12% 181
2024
Q1
$888K Buy
3,556
+94
+3% +$23.5K 0.11% 181
2023
Q4
$801K Sell
3,462
-326
-9% -$75.4K 0.13% 181
2023
Q3
$833K Sell
3,788
-14
-0.4% -$3.08K 0.15% 165
2023
Q2
$809K Hold
3,802
0.14% 172
2023
Q1
$850K Buy
3,802
+32
+0.8% +$7.15K 0.16% 156
2022
Q4
$887K Buy
3,770
+59
+2% +$13.9K 0.19% 147
2022
Q3
$850K Hold
3,711
0.19% 143
2022
Q2
$834K Hold
3,711
0.16% 159
2022
Q1
$965K Buy
3,711
+151
+4% +$39.3K 0.16% 162
2021
Q4
$1.04M Sell
3,560
-20
-0.6% -$5.83K 0.17% 152
2021
Q3
$966K Buy
3,580
+356
+11% +$96.1K 0.17% 155
2021
Q2
$767K Sell
3,224
-18
-0.6% -$4.28K 0.13% 187
2021
Q1
$647K Sell
3,242
-176
-5% -$35.1K 0.12% 207
2020
Q4
$673K Sell
3,418
-972
-22% -$191K 0.13% 194
2020
Q3
$838K Buy
4,390
+158
+4% +$30.2K 0.19% 135
2020
Q2
$663K Buy
4,232
+142
+3% +$22.2K 0.16% 175
2020
Q1
$502K Sell
4,090
-795
-16% -$97.6K 0.15% 180
2019
Q4
$665K Buy
4,885
+14
+0.3% +$1.91K 0.15% 205
2019
Q3
$624K Sell
4,871
-56
-1% -$7.17K 0.16% 192
2019
Q2
$624K Sell
4,927
-2,399
-33% -$304K 0.14% 219
2019
Q1
$857K Buy
+7,326
New +$857K 0.19% 152
2018
Q1
Sell
-6,919
Closed -$555K 287
2017
Q4
$555K Buy
+6,919
New +$555K 0.13% 209
2017
Q3
Sell
-6,573
Closed -$494K 277
2017
Q2
$494K Buy
+6,573
New +$494K 0.14% 226