SWA
SFMG Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
1,611
-12
| -0.7% | -$2.37K | 0.02% | 201 |
|
|
2025
Q1 | $333K | Sell |
1,623
-711
| -30% | -$146K | 0.03% | 184 |
|
|
2024
Q4 | $536K | Buy |
2,334
+2
| +0.1% | +$459 | 0.04% | 138 |
|
|
2024
Q3 | $648K | Buy |
2,332
+16
| +0.7% | +$4.45K | 0.05% | 120 |
|
|
2024
Q2 | $579K | Sell |
2,316
-20
| -0.9% | -$5K | 0.05% | 122 |
|
|
2024
Q1 | $583K | Buy |
2,336
+10
| +0.4% | +$2.5K | 0.05% | 127 |
|
|
2023
Q4 | $538K | Buy |
2,326
+7
| +0.3% | +$1.62K | 0.05% | 131 |
|
|
2023
Q3 | $575K | Sell |
2,319
-18
| -0.8% | -$4.47K | 0.06% | 111 |
|
|
2023
Q2 | $561K | Sell |
2,337
-94
| -4% | -$22.6K | 0.06% | 114 |
|
|
2023
Q1 | $613K | Buy |
2,431
+31
| +1% | +$7.81K | 0.07% | 114 |
|
|
2022
Q4 | $637K | Sell |
2,400
-24
| -1% | -$6.37K | 0.07% | 113 |
|
|
2022
Q3 | $610K | Buy |
2,424
+18
| +0.7% | +$4.53K | 0.07% | 112 |
|
|
2022
Q2 | $610K | Sell |
2,406
-142
| -6% | -$36K | 0.07% | 110 |
|
|
2022
Q1 | $747K | Sell |
2,548
-73
| -3% | -$21.4K | 0.07% | 107 |
|
|
2021
Q4 | $862K | Hold |
2,621
| – | – | 0.08% | 108 |
|
|
2021
Q3 | $798K | Buy |
2,621
+38
| +1% | +$11.6K | 0.09% | 104 |
|
|
2021
Q2 | $693K | Buy |
2,583
+417
| +19% | +$112K | 0.08% | 110 |
|
|
2021
Q1 | $488K | Sell |
2,166
-84
| -4% | -$18.9K | 0.06% | 143 |
|
|
2020
Q4 | $500K | Buy |
+2,250
| New | +$500K | 0.06% | 126 |
|