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 |
|