Regent Peak 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
Q1 | $381K | Sell |
1,860
-188
| -9% | -$38.5K | 0.09% | 98 |
|
|
2024
Q4 | $470K | Buy |
2,048
+4
| +0.2% | +$918 | 0.11% | 91 |
|
|
2024
Q3 | $568K | Buy |
2,044
+18
| +0.9% | +$5K | 0.13% | 82 |
|
|
2024
Q2 | $506K | Buy |
2,026
+54
| +3% | +$13.5K | 0.12% | 87 |
|
|
2024
Q1 | $492K | Buy |
1,972
+18
| +0.9% | +$4.5K | 0.13% | 84 |
|
|
2023
Q4 | $452K | Sell |
1,954
-184
| -9% | -$42.6K | 0.12% | 85 |
|
|
2023
Q3 | $470K | Buy |
2,138
+56
| +3% | +$12.3K | 0.14% | 79 |
|
|
2023
Q2 | $443K | Sell |
2,082
-138
| -6% | -$29.4K | 0.13% | 82 |
|
|
2023
Q1 | $496K | Sell |
2,220
-66
| -3% | -$14.7K | 0.15% | 77 |
|
|
2022
Q4 | $538K | Sell |
2,286
-32
| -1% | -$7.53K | 0.18% | 79 |
|
|
2022
Q3 | $530K | Buy |
2,318
+125
| +6% | +$28.6K | 0.19% | 78 |
|
|
2022
Q2 | $492K | Buy |
2,193
+39
| +2% | +$8.75K | 0.16% | 86 |
|
|
2022
Q1 | $560K | Sell |
2,154
-20
| -0.9% | -$5.2K | 0.16% | 81 |
|
|
2021
Q4 | $634K | Buy |
2,174
+79
| +4% | +$23K | 0.17% | 79 |
|
|
2021
Q3 | $565K | Buy |
2,095
+16
| +0.8% | +$4.32K | 0.16% | 86 |
|
|
2021
Q2 | $548K | Buy |
2,079
+20
| +1% | +$5.27K | 0.15% | 86 |
|
|
2021
Q1 | $410K | Buy |
2,059
+122
| +6% | +$24.3K | 0.13% | 95 |
|
|
2020
Q4 | $381K | Buy |
1,937
+90
| +5% | +$17.7K | 0.13% | 93 |
|
|
2020
Q3 | $352K | Sell |
1,847
-38
| -2% | -$7.24K | 0.15% | 89 |
|
|
2020
Q2 | $295K | Buy |
1,885
+210
| +13% | +$32.9K | 0.13% | 91 |
|
|
2020
Q1 | $205K | Buy |
1,675
+121
| +8% | +$14.8K | 0.11% | 103 |
|
|
2019
Q4 | $211K | Buy |
+1,554
| New | +$211K | 0.1% | 124 |
|