Integrated Wealth Concepts’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
10,454
+3,082
+42% +$609K 0.02% 606
2025
Q1
$1.51M Sell
7,372
-180
-2% -$36.9K 0.02% 657
2024
Q4
$1.73M Sell
7,552
-649
-8% -$149K 0.02% 608
2024
Q3
$2.28M Buy
8,201
+408
+5% +$113K 0.03% 509
2024
Q2
$1.95M Buy
7,793
+357
+5% +$89.2K 0.03% 515
2024
Q1
$1.86M Buy
7,436
+480
+7% +$120K 0.03% 545
2023
Q4
$1.61M Sell
6,956
-1,355
-16% -$313K 0.03% 560
2023
Q3
$1.83M Sell
8,311
-1,338
-14% -$294K 0.03% 483
2023
Q2
$2.05M Buy
9,649
+1,861
+24% +$396K 0.04% 452
2023
Q1
$1.74M Buy
7,788
+543
+7% +$121K 0.04% 456
2022
Q4
$1.71M Buy
7,245
+232
+3% +$54.6K 0.05% 350
2022
Q3
$1.61M Sell
7,013
-101
-1% -$23.1K 0.05% 328
2022
Q2
$1.6M Sell
7,114
-244
-3% -$54.8K 0.05% 328
2022
Q1
$1.91M Buy
7,358
+541
+8% +$141K 0.06% 271
2021
Q4
$1.99M Buy
6,817
+1,143
+20% +$333K 0.06% 264
2021
Q3
$1.53M Buy
5,674
+694
+14% +$187K 0.05% 295
2021
Q2
$1.19M Buy
4,980
+857
+21% +$204K 0.04% 316
2021
Q1
$823K Buy
4,123
+1,057
+34% +$211K 0.03% 340
2020
Q4
$604K Sell
3,066
-48
-2% -$9.46K 0.03% 371
2020
Q3
$594K Sell
3,114
-14
-0.4% -$2.67K 0.04% 307
2020
Q2
$490K Sell
3,128
-123
-4% -$19.3K 0.04% 287
2020
Q1
$399K Buy
3,251
+897
+38% +$110K 0.04% 266
2019
Q4
$320K Buy
2,354
+148
+7% +$20.1K 0.03% 357
2019
Q3
$283K Buy
+2,206
New +$283K 0.03% 324