TCWA
Turtle Creek Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
+1,658
| New | +$328K | 0.04% | 211 |
|
|
2024
Q4 | – | Sell |
-865
| Closed | -$240K | – | 98 |
|
|
2024
Q3 | $240K | Buy |
865
+52
| +6% | +$14.5K | 0.05% | 157 |
|
|
2024
Q2 | $203K | Buy |
+813
| New | +$203K | 0.05% | 152 |
|
|
2024
Q1 | – | Sell |
-1,297
| Closed | -$300K | – | 359 |
|
|
2023
Q4 | $300K | Buy |
+1,297
| New | +$300K | 0.09% | 118 |
|