Summit Trail Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
+11,484
| New | +$2.27M | 0.04% | 241 |
|
|
2024
Q4 | – | Sell |
-11,426
| Closed | -$3.18M | – | 486 |
|
|
2024
Q3 | $3.18M | Buy |
11,426
+555
| +5% | +$154K | 0.08% | 117 |
|
|
2024
Q2 | $2.72M | Buy |
10,871
+322
| +3% | +$80.5K | 0.07% | 115 |
|
|
2024
Q1 | $2.64M | Buy |
10,549
+1,815
| +21% | +$454K | 0.07% | 105 |
|
|
2023
Q4 | $2.02M | Sell |
8,734
-2,185
| -20% | -$506K | 0.07% | 103 |
|
|
2023
Q3 | $2.4M | Buy |
10,919
+627
| +6% | +$138K | 0.09% | 88 |
|
|
2023
Q2 | $2.19M | Buy |
10,292
+4,785
| +87% | +$1.02M | 0.08% | 97 |
|
|
2023
Q1 | $1.23M | Buy |
5,507
+861
| +19% | +$193K | 0.05% | 108 |
|
|
2022
Q4 | $1.09M | Sell |
4,646
-129
| -3% | -$30.4K | 0.05% | 111 |
|
|
2022
Q3 | $1.09M | Buy |
4,775
+71
| +2% | +$16.3K | 0.06% | 107 |
|
|
2022
Q2 | $1.06M | Buy |
4,704
+1,919
| +69% | +$432K | 0.07% | 117 |
|
|
2022
Q1 | $725K | Buy |
2,785
+36
| +1% | +$9.37K | 0.06% | 126 |
|
|
2021
Q4 | $802K | Buy |
2,749
+174
| +7% | +$50.8K | 0.05% | 143 |
|
|
2021
Q3 | $696K | Buy |
2,575
+616
| +31% | +$166K | 0.05% | 141 |
|
|
2021
Q2 | $467K | Buy |
1,959
+146
| +8% | +$34.8K | 0.04% | 142 |
|
|
2021
Q1 | $362K | Buy |
1,813
+163
| +10% | +$32.5K | 0.04% | 141 |
|
|
2020
Q4 | $325K | Sell |
1,650
-1,040
| -39% | -$205K | 0.04% | 140 |
|
|
2020
Q3 | $556K | Buy |
2,690
+1,007
| +60% | +$208K | 0.11% | 97 |
|
|
2020
Q2 | $264K | Buy |
+1,683
| New | +$264K | 0.05% | 129 |
|
|
2018
Q2 | – | Sell |
-5,400
| Closed | -$269K | – | 530 |
|
|
2018
Q1 | $269K | Buy |
5,400
+1,353
| +33% | +$67.4K | 0.05% | 304 |
|
|
2017
Q4 | $353K | Buy |
+4,047
| New | +$353K | 0.04% | 285 |
|