Planning Center Inc’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
1,416
-1
-0.1% -$198 0.03% 60
2025
Q1
$290K Hold
1,417
0.03% 55
2024
Q4
$325K Hold
1,417
0.04% 52
2024
Q3
$394K Sell
1,417
-165
-10% -$45.9K 0.05% 48
2024
Q2
$395K Hold
1,582
0.05% 47
2024
Q1
$395K Hold
1,582
0.09% 41
2023
Q4
$366K Sell
1,582
-202
-11% -$46.7K 0.08% 42
2023
Q3
$392K Sell
1,784
-181
-9% -$39.8K 0.1% 37
2023
Q2
$418K Buy
1,965
+2
+0.1% +$426 0.11% 35
2023
Q1
$443K Hold
1,963
0.12% 36
2022
Q4
$462K Buy
+1,963
New +$462K 0.14% 34
2022
Q2
Sell
-863
Closed -$224K 51
2022
Q1
$224K Sell
863
-15
-2% -$3.89K 0.64% 42
2021
Q4
$229K Buy
+878
New +$229K 0.18% 46