LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331M | Buy |
1,673,418
+2,082
| +0.1% | +$411K | 2.92% | 8 |
|
|
2025
Q1 | $328M | Sell |
1,671,336
-1,703
| -0.1% | -$334K | 3.19% | 8 |
|
|
2024
Q4 | $419M | Sell |
1,673,039
-6,752
| -0.4% | -$1.69M | 3.61% | 8 |
|
|
2024
Q3 | $417M | Buy |
1,679,791
+3,846
| +0.2% | +$954K | 3.72% | 7 |
|
|
2024
Q2 | $423M | Sell |
1,675,945
-2,126
| -0.1% | -$536K | 3.89% | 6 |
|
|
2024
Q1 | $396M | Sell |
1,678,071
-15,515
| -0.9% | -$3.66M | 3.94% | 7 |
|
|
2023
Q4 | $406M | Sell |
1,693,586
-19,945
| -1% | -$4.79M | 4.03% | 7 |
|
|
2023
Q3 | $331M | Sell |
1,713,531
-7,552
| -0.4% | -$1.46M | 3.7% | 7 |
|
|
2023
Q2 | $413M | Buy |
1,721,083
+754
| +0% | +$181K | 4.41% | 4 |
|
|
2023
Q1 | $434M | Sell |
1,720,329
-9,521
| -0.6% | -$2.4M | 4.97% | 4 |
|
|
2022
Q4 | $459M | Sell |
1,729,850
-14,581
| -0.8% | -$3.87M | 5.68% | 3 |
|
|
2022
Q3 | $451M | Sell |
1,744,431
-11,352
| -0.6% | -$2.93M | 5.86% | 3 |
|
|
2022
Q2 | $445M | Sell |
1,755,783
-6,860
| -0.4% | -$1.74M | 5.47% | 3 |
|
|
2022
Q1 | $517M | Sell |
1,762,643
-23,070
| -1% | -$6.77M | 5.3% | 3 |
|
|
2021
Q4 | $588M | Sell |
1,785,713
-11,427
| -0.6% | -$3.76M | 5.39% | 4 |
|
|
2021
Q3 | $547M | Sell |
1,797,140
-6,176
| -0.3% | -$1.88M | 5.42% | 4 |
|
|
2021
Q2 | $484M | Sell |
1,803,316
-29
| -0% | -$7.78K | 4.9% | 4 |
|
|
2021
Q1 | $406M | Sell |
1,803,345
-8,402
| -0.5% | -$1.89M | 4.49% | 3 |
|
|
2020
Q4 | $402M | Sell |
1,811,747
-928
| -0.1% | -$206K | 4.51% | 3 |
|
|
2020
Q3 | $390M | Sell |
1,812,675
-11,984
| -0.7% | -$2.58M | 4.9% | 3 |
|
|
2020
Q2 | $323M | Sell |
1,824,659
-12,831
| -0.7% | -$2.27M | 4.45% | 4 |
|
|
2020
Q1 | $254M | Sell |
1,837,490
-2,367
| -0.1% | -$328K | 4.26% | 5 |
|
|
2019
Q4 | $282M | Buy |
1,839,857
+702
| +0% | +$108K | 3.81% | 5 |
|
|
2019
Q3 | $266M | Sell |
1,839,155
-9,360
| -0.5% | -$1.35M | 3.86% | 7 |
|
|
2019
Q2 | $264M | Sell |
1,848,515
-25,059
| -1% | -$3.58M | 3.85% | 5 |
|
|
2019
Q1 | $247M | Sell |
1,873,574
-13,108
| -0.7% | -$1.73M | 3.76% | 5 |
|
|
2018
Q4 | $195M | Buy |
1,886,682
+13,726
| +0.7% | +$1.42M | 3.52% | 7 |
|
|
2018
Q3 | $204M | Buy |
1,872,956
+2,253
| +0.1% | +$245K | 3.22% | 7 |
|
|
2018
Q2 | $185M | Sell |
1,870,703
-5,811
| -0.3% | -$573K | 3.2% | 7 |
|
|
2018
Q1 | $184M | Buy |
1,876,514
+7,081
| +0.4% | +$693K | 3.34% | 7 |
|
|
2017
Q4 | $174M | Buy |
1,869,433
+9,917
| +0.5% | +$920K | 3.19% | 7 |
|
|
2017
Q3 | $160M | Buy |
1,859,516
+51,120
| +3% | +$4.39M | 3.08% | 8 |
|
|
2017
Q2 | $147M | Buy |
1,808,396
+146,179
| +9% | +$11.9M | 2.93% | 9 |
|
|
2017
Q1 | $142M | Buy |
1,662,217
+41,766
| +3% | +$3.57M | 2.97% | 9 |
|
|
2016
Q4 | $126M | Buy |
1,620,451
+111,987
| +7% | +$8.72M | 2.81% | 9 |
|
|
2016
Q3 | $118M | Buy |
1,508,464
+12,123
| +0.8% | +$950K | 2.7% | 10 |
|
|
2016
Q2 | $151M | Buy |
1,496,341
+46,194
| +3% | +$4.67M | 3.47% | 5 |
|
|
2016
Q1 | $138M | Buy |
1,450,147
+61,160
| +4% | +$5.8M | 3.24% | 5 |
|
|
2015
Q4 | $129M | Buy |
1,388,987
+140,911
| +11% | +$13.1M | 3.19% | 4 |
|
|
2015
Q3 | $107M | Hold |
1,248,076
| – | – | 2.72% | 9 |
|
|
2015
Q2 | $107M | Buy |
1,248,076
+113,368
| +10% | +$9.7M | 2.72% | 9 |
|
|
2015
Q1 | $96.3M | Buy |
1,134,708
+1,237
| +0.1% | +$105K | 2.43% | 11 |
|
|
2014
Q4 | $97.1M | Buy |
1,133,471
+364
| +0% | +$31.2K | 2.49% | 12 |
|
|
2014
Q3 | $86.1M | Buy |
1,133,107
+6,504
| +0.6% | +$494K | 2.33% | 13 |
|
|
2014
Q2 | $88.7M | Sell |
1,126,603
-16,940
| -1% | -$1.33M | 2.4% | 14 |
|
|
2014
Q1 | $85.8M | Buy |
1,143,543
+11,322
| +1% | +$849K | 2.34% | 14 |
|
|
2013
Q4 | $87.4M | Buy |
1,132,221
+18,404
| +2% | +$1.42M | 2.41% | 13 |
|
|
2013
Q3 | $77.2M | Buy |
1,113,817
+42,788
| +4% | +$2.97M | 2.36% | 15 |
|
|
2013
Q2 | $67.8M | Buy |
+1,071,029
| New | +$67.8M | 2.12% | 14 |
|