SVB Wealth’s Danaher DHR Stock Holding History

SVB Wealth’s Portfolio DHR Stock Details DHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.73M	Buy	+23,920	New	+$4.73M	0.25%	80
2025 Q1	–	Sell	-48,801	Closed	-$11.2M	–	1555
2024 Q4	$11.2M	Buy	+48,801	New	+$11.2M	0.21%	72
2024 Q3	–	Sell	-50,823	Closed	-$12.7M	–	166
2024 Q2	$12.7M	Sell	50,823 -2,261	-4%	-$565K	0.31%	73
2024 Q1	$13.3M	Sell	53,084 -2,960	-5%	-$739K	0.3%	86
2023 Q4	$13M	Sell	56,044 -20,238	-27%	-$4.68M	0.32%	82
2023 Q3	$16.8M	Sell	76,282 -5,095	-6%	-$1.12M	0.37%	63
2023 Q2	$17.3M	Sell	81,377 -18,400	-18%	-$3.91M	0.31%	72
2023 Q1	$22.3M	Sell	99,777 -12,026	-11%	-$2.69M	0.31%	64
2022 Q4	$26.3M	Sell	111,803 -2,902	-3%	-$683K	0.36%	58
2022 Q3	$26.3M	Buy	114,705 +2,305	+2%	+$528K	0.38%	50
2022 Q2	$25.3M	Sell	112,400 -1,608	-1%	-$361K	0.39%	50
2022 Q1	$29.6M	Sell	114,008 -10,005	-8%	-$2.6M	0.4%	47
2021 Q4	$36.2M	Sell	124,013 -2,955	-2%	-$862K	0.59%	32
2021 Q3	$34.3M	Sell	126,968 -23,339	-16%	-$6.3M	0.44%	36
2021 Q2	$35.8M	Buy	150,307 +4,746	+3%	+$1.13M	0.45%	35
2021 Q1	$29M	Sell	145,561 -6,437	-4%	-$1.28M	0.4%	44
2020 Q4	$29.9M	Buy	151,998 +1,107	+0.7%	+$218K	0.44%	37
2020 Q3	$28.8M	Buy	150,891 +3,984	+3%	+$761K	0.48%	30
2020 Q2	$23M	Sell	146,907 -1,062	-0.7%	-$166K	0.43%	42
2020 Q1	$18.2M	Sell	147,969 -5,720	-4%	-$702K	0.44%	41
2019 Q4	$20.9M	Sell	153,689 -3,035	-2%	-$413K	0.38%	54
2019 Q3	$20.1M	Sell	156,724 -8,883	-5%	-$1.14M	0.4%	47
2019 Q2	$21M	Sell	165,607 -16,537	-9%	-$2.1M	0.7%	39
2019 Q1	$21.3M	Sell	182,144 -6,715	-4%	-$786K	0.84%	33
2018 Q4	$17.3M	Buy	188,859 +2,719	+1%	+$249K	0.74%	40
2018 Q3	$17.9M	Sell	186,140 -6,968	-4%	-$671K	0.63%	53
2018 Q2	$16.9M	Sell	193,108 -19,593	-9%	-$1.71M	0.65%	49
2018 Q1	$18.5M	Sell	212,701 -3,787	-2%	-$329K	0.71%	47
2017 Q4	$17.8M	Sell	216,488 -637	-0.3%	-$52.4K	0.67%	49
2017 Q3	$16.5M	Sell	217,125 -1,536	-0.7%	-$117K	0.64%	56
2017 Q2	$16.4M	Sell	218,661 -3,237	-1%	-$242K	0.64%	51
2017 Q1	$16.8M	Buy	221,898 +1,579	+0.7%	+$120K	0.67%	51
2016 Q4	$15.2M	Sell	220,319 -25,059	-10%	-$1.73M	0.63%	52
2016 Q3	$17.1M	Sell	245,378 -61,990	-20%	-$4.31M	0.69%	48
2016 Q2	$20.9M	Sell	307,368 -3,666	-1%	-$249K	0.85%	35
2016 Q1	$19.8M	Buy	311,034 +7,521	+2%	+$480K	0.81%	37
2015 Q4	$18.9M	Sell	303,513 -3,814	-1%	-$238K	0.75%	39
2015 Q3	$17.6M	Sell	307,327 -24,500	-7%	-$1.4M	0.68%	46
2015 Q2	$19.1M	Sell	331,827 -7,741	-2%	-$445K	0.63%	48
2015 Q1	$19.4M	Buy	339,568 +9,455	+3%	+$540K	0.63%	53
2014 Q4	$19M	Buy	+330,113	New	+$19M	0.62%	52