Kingswood 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
$633K Sell
3,205
-243
-7% -$48K 0.05% 359
2025
Q1
$707K Buy
3,448
+38
+1% +$7.79K 0.06% 320
2024
Q4
$783K Sell
3,410
-7,729
-69% -$1.77M 0.06% 325
2024
Q3
$3.1M Buy
11,139
+1,233
+12% +$343K 0.22% 109
2024
Q2
$2.48M Buy
9,906
+480
+5% +$120K 0.22% 97
2024
Q1
$2.35M Sell
9,426
-244
-3% -$60.9K 0.27% 83
2023
Q4
$2.24M Buy
9,670
+7,766
+408% +$1.8M 0.25% 88
2023
Q3
$2.24M Sell
1,904
-40
-2% -$47.1K 0.38% 68
2023
Q2
$414K Buy
+1,944
New +$414K 0.13% 157