V Wealth Advisors’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$371K Sell
1,685
-1,614
-49% -$355K 0.3% 70
2023
Q2
$702K Buy
3,299
+70
+2% +$14.9K 0.12% 159
2023
Q1
$722K Buy
3,229
+50
+2% +$11.2K 0.14% 154
2022
Q4
$748K Buy
3,179
+1,362
+75% +$320K 0.15% 142
2022
Q3
$416K Sell
1,817
-1,429
-44% -$327K 0.08% 226
2022
Q2
$730K Sell
3,246
-24
-0.7% -$5.4K 0.14% 171
2022
Q1
$850K Hold
3,270
0.14% 170
2021
Q4
$954K Sell
3,270
-301
-8% -$87.8K 0.14% 165
2021
Q3
$964K Sell
3,571
-577
-14% -$156K 0.15% 152
2021
Q2
$989K Buy
4,148
+1,663
+67% +$397K 0.16% 151
2021
Q1
$496K Sell
2,485
-113
-4% -$22.6K 0.09% 246
2020
Q4
$512K Buy
2,598
+384
+17% +$75.7K 0.11% 208
2020
Q3
$423K Sell
2,214
-357
-14% -$68.2K 0.29% 86
2020
Q2
$403K Sell
2,571
-374
-13% -$58.6K 0.1% 216
2020
Q1
$362K Buy
+2,945
New +$362K 0.11% 188
2017
Q3
Sell
-239
Closed -$18K 320
2017
Q2
$18K Buy
+239
New +$18K 0.01% 475