SVWAG
Sound View Wealth Advisors Group’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
3,839
+2,032
| +112% | +$401K | 0.06% | 218 |
|
|
2025
Q1 | $370K | Buy |
1,807
+68
| +4% | +$13.9K | 0.03% | 304 |
|
|
2024
Q4 | $399K | Buy |
1,739
+52
| +3% | +$11.9K | 0.03% | 290 |
|
|
2024
Q3 | $469K | Buy |
1,687
+162
| +11% | +$45K | 0.04% | 261 |
|
|
2024
Q2 | $381K | Sell |
1,525
-39
| -2% | -$9.74K | 0.04% | 267 |
|
|
2024
Q1 | $391K | Sell |
1,564
-45
| -3% | -$11.2K | 0.04% | 270 |
|
|
2023
Q4 | $372K | Sell |
1,609
-634
| -28% | -$147K | 0.04% | 272 |
|
|
2023
Q3 | $556K | Sell |
2,243
-2,203
| -50% | -$547K | 0.07% | 206 |
|
|
2023
Q2 | $1.07M | Buy |
4,446
+283
| +7% | +$67.9K | 0.14% | 139 |
|
|
2023
Q1 | $1.05M | Buy |
4,163
+2,554
| +159% | +$644K | 0.14% | 134 |
|
|
2022
Q4 | $372K | Sell |
1,609
-288
| -15% | -$66.6K | 0.04% | 272 |
|
|
2022
Q3 | $490K | Sell |
1,897
-216
| -10% | -$55.8K | 0.11% | 165 |
|
|
2022
Q2 | $536K | Buy |
2,113
+28
| +1% | +$7.1K | 0.11% | 160 |
|
|
2022
Q1 | $612K | Sell |
2,085
-520
| -20% | -$153K | 0.12% | 154 |
|
|
2021
Q4 | $857K | Buy |
2,605
+373
| +17% | +$123K | 0.16% | 127 |
|
|
2021
Q3 | $680K | Buy |
2,232
+521
| +30% | +$159K | 0.14% | 142 |
|
|
2021
Q2 | $459K | Buy |
+1,711
| New | +$459K | 0.1% | 184 |
|