PYA Waltman Capital’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2M Buy
51,610
+8,624
+20% +$1.7M 2.94% 12
2025
Q1
$8.81M Buy
42,986
+8,737
+26% +$1.79M 2.77% 12
2024
Q4
$7.86M Buy
34,249
+881
+3% +$202K 2.53% 12
2024
Q3
$9.28M Buy
33,368
+970
+3% +$270K 3.03% 12
2024
Q2
$8.09M Sell
32,398
-31
-0.1% -$7.75K 2.97% 12
2024
Q1
$8.1M Buy
32,429
+2,935
+10% +$733K 3% 12
2023
Q4
$6.82M Sell
29,494
-928
-3% -$215K 2.84% 12
2023
Q3
$6.69M Buy
30,422
+2,319
+8% +$510K 2.83% 15
2023
Q2
$6.41M Buy
+28,103
New +$6.41M 2.76% 15