Wellspring Financial 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 | $247K | Sell |
1,249
-423
| -25% | -$83.6K | 0.02% | 130 |
|
|
2025
Q1 | $343K | Sell |
1,672
-106
| -6% | -$21.7K | 0.04% | 87 |
|
|
2024
Q4 | $408K | Sell |
1,778
-377
| -17% | -$86.5K | 0.04% | 86 |
|
|
2024
Q3 | $599K | Buy |
2,155
+462
| +27% | +$128K | 0.07% | 74 |
|
|
2024
Q2 | $423K | Buy |
1,693
+236
| +16% | +$59K | 0.06% | 85 |
|
|
2024
Q1 | $364K | Buy |
1,457
+29
| +2% | +$7.24K | 0.06% | 88 |
|
|
2023
Q4 | $330K | Buy |
1,428
+42
| +3% | +$9.71K | 0.08% | 94 |
|
|
2023
Q3 | $305K | Buy |
+1,386
| New | +$305K | 0.09% | 87 |
|