Waverly 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 | $6.5M | Buy |
32,893
+869
| +3% | +$172K | 0.07% | 259 |
|
|
2025
Q1 | $6.56M | Buy |
32,024
+21,428
| +202% | +$4.39M | 0.08% | 234 |
|
|
2024
Q4 | $2.43M | Buy |
10,596
+2,109
| +25% | +$484K | 0.04% | 343 |
|
|
2024
Q3 | $2.36M | Sell |
8,487
-381
| -4% | -$106K | 0.04% | 301 |
|
|
2024
Q2 | $2.22M | Buy |
8,868
+94
| +1% | +$23.5K | 0.04% | 298 |
|
|
2024
Q1 | $2.19M | Buy |
8,774
+6,275
| +251% | +$1.57M | 0.05% | 246 |
|
|
2023
Q4 | $578K | Buy |
2,499
+1,169
| +88% | +$270K | 0.02% | 279 |
|
|
2023
Q3 | $292K | Buy |
1,330
+41
| +3% | +$9.02K | 0.01% | 329 |
|
|
2023
Q2 | $274K | Hold |
1,289
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $288K | Hold |
1,289
| – | – | 0.02% | 239 |
|
|
2022
Q4 | $303K | Buy |
1,289
+96
| +8% | +$22.6K | 0.02% | 219 |
|
|
2022
Q3 | $273K | Buy |
1,193
+277
| +30% | +$63.4K | 0.02% | 203 |
|
|
2022
Q2 | $206K | Sell |
916
-77
| -8% | -$17.3K | 0.02% | 197 |
|
|
2022
Q1 | $258K | Hold |
993
| – | – | 0.02% | 171 |
|
|
2021
Q4 | $240K | Sell |
993
-408
| -29% | -$98.6K | 0.02% | 182 |
|
|
2021
Q3 | $378K | Buy |
1,401
+170
| +14% | +$45.9K | 0.03% | 149 |
|
|
2021
Q2 | $344K | Buy |
+1,231
| New | +$344K | 0.03% | 143 |
|
|
2018
Q4 | – | Sell |
-3,222
| Closed | -$310K | – | 145 |
|
|
2018
Q3 | $310K | Buy |
+3,222
| New | +$310K | 0.05% | 148 |
|
|
2017
Q2 | – | Sell |
-4,744
| Closed | -$360K | – | 222 |
|
|
2017
Q1 | $360K | Buy |
4,744
+878
| +23% | +$66.6K | 0.09% | 159 |
|
|
2016
Q4 | $267K | Buy |
3,866
+440
| +13% | +$30.4K | 0.1% | 88 |
|
|
2016
Q3 | $238K | Buy |
+3,426
| New | +$238K | 0.1% | 83 |
|
|
2016
Q2 | – | Sell |
-3,258
| Closed | -$208K | – | 91 |
|
|
2016
Q1 | $208K | Sell |
3,258
-7,142
| -69% | -$456K | 0.13% | 82 |
|
|
2015
Q4 | $649K | Buy |
+10,400
| New | +$649K | 0.28% | 40 |
|
|
2014
Q4 | – | Sell |
-216
| Closed | -$11K | – | 487 |
|
|
2014
Q3 | $11K | Hold |
216
| – | – | 0.01% | 451 |
|
|
2014
Q2 | $11K | Hold |
216
| – | – | ﹤0.01% | 424 |
|
|
2014
Q1 | $11K | Sell |
216
-7,960
| -97% | -$405K | 0.01% | 400 |
|
|
2013
Q4 | $424K | Buy |
8,176
+328
| +4% | +$17K | 0.15% | 76 |
|
|
2013
Q3 | $366K | Buy |
7,848
+111
| +1% | +$5.18K | 0.19% | 57 |
|
|
2013
Q2 | $329K | Buy |
+7,737
| New | +$329K | 0.19% | 64 |
|