WFG
Wills Financial Group’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Sell |
38,917
-2,265
| -5% | -$447K | 3.34% | 8 |
|
|
2025
Q1 | $8.44M | Sell |
41,182
-615
| -1% | -$126K | 3.74% | 6 |
|
|
2024
Q4 | $9.59M | Buy |
41,797
+578
| +1% | +$133K | 4.14% | 5 |
|
|
2024
Q3 | $11.5M | Buy |
41,219
+463
| +1% | +$129K | 4.81% | 5 |
|
|
2024
Q2 | $10.2M | Sell |
40,756
-22
| -0.1% | -$5.5K | 4.69% | 6 |
|
|
2024
Q1 | $10.2M | Buy |
40,778
+252
| +0.6% | +$62.9K | 4.8% | 5 |
|
|
2023
Q4 | $9.38M | Buy |
40,526
+4,551
| +13% | +$1.05M | 4.73% | 5 |
|
|
2023
Q3 | $8.93M | Buy |
35,975
+445
| +1% | +$110K | 4.83% | 4 |
|
|
2023
Q2 | $8.53M | Buy |
35,530
+1,957
| +6% | +$470K | 4.33% | 6 |
|
|
2023
Q1 | $8.46M | Buy |
33,573
+678
| +2% | +$171K | 4.56% | 6 |
|
|
2022
Q4 | $8.73M | Sell |
32,895
-555
| -2% | -$147K | 4.86% | 5 |
|
|
2022
Q3 | $8.64M | Sell |
33,450
-51
| -0.2% | -$13.2K | 4.8% | 4 |
|
|
2022
Q2 | $8.49M | Buy |
33,501
+84
| +0.3% | +$21.3K | 4.18% | 5 |
|
|
2022
Q1 | $9.8M | Sell |
33,417
-3,740
| -10% | -$1.1M | 4.12% | 4 |
|
|
2021
Q4 | $12.2M | Buy |
37,157
+299
| +0.8% | +$98.4K | 4.84% | 4 |
|
|
2021
Q3 | $11.2M | Sell |
36,858
-1,602
| -4% | -$488K | 5.04% | 4 |
|
|
2021
Q2 | $10.3M | Sell |
38,460
-171
| -0.4% | -$45.9K | 4.47% | 4 |
|
|
2021
Q1 | $8.7M | Buy |
38,631
+587
| +2% | +$132K | 4.22% | 4 |
|
|
2020
Q4 | $8.45M | Buy |
38,044
+703
| +2% | +$156K | 4.21% | 4 |
|
|
2020
Q3 | $8.04M | Buy |
37,341
+380
| +1% | +$81.8K | 4.67% | 4 |
|
|
2020
Q2 | $6.54M | Sell |
36,961
-60
| -0.2% | -$10.6K | 4.07% | 7 |
|
|
2020
Q1 | $5.12M | Buy |
37,021
+1,134
| +3% | +$157K | 3.65% | 11 |
|
|
2019
Q4 | $5.51M | Buy |
35,887
+1,125
| +3% | +$173K | 3.16% | 13 |
|
|
2019
Q3 | $5.02M | Buy |
34,762
+320
| +0.9% | +$46.2K | 3.22% | 13 |
|
|
2019
Q2 | $4.92M | Buy |
34,442
+1,497
| +5% | +$214K | 3.21% | 13 |
|
|
2019
Q1 | $4.35M | Buy |
32,945
+707
| +2% | +$93.3K | 2.95% | 14 |
|
|
2018
Q4 | $3.32M | Buy |
32,238
+214
| +0.7% | +$22.1K | 2.55% | 12 |
|
|
2018
Q3 | $3.48M | Buy |
32,024
+518
| +2% | +$56.3K | 2.3% | 14 |
|
|
2018
Q2 | $3.11M | Buy |
31,506
+868
| +3% | +$85.7K | 2.25% | 16 |
|
|
2018
Q1 | $3M | Buy |
30,638
+894
| +3% | +$87.5K | 2.22% | 16 |
|
|
2017
Q4 | $2.76M | Sell |
29,744
-595
| -2% | -$55.2K | 1.92% | 19 |
|
|
2017
Q3 | $2.6M | Buy |
30,339
+2,204
| +8% | +$189K | 1.91% | 18 |
|
|
2017
Q2 | $2.37M | Sell |
28,135
-154
| -0.5% | -$13K | 1.76% | 20 |
|
|
2017
Q1 | $2.42M | Buy |
28,289
+152
| +0.5% | +$13K | 1.85% | 19 |
|
|
2016
Q4 | $2.19M | Buy |
28,137
+6,005
| +27% | +$467K | 1.78% | 21 |
|
|
2016
Q3 | $1.73M | Buy |
22,132
+7,110
| +47% | +$557K | 1.52% | 25 |
|
|
2016
Q2 | $1.52M | Sell |
15,022
-110
| -0.7% | -$11.1K | 1.26% | 29 |
|
|
2016
Q1 | $1.44M | Sell |
15,132
-500
| -3% | -$47.4K | 1.24% | 30 |
|
|
2015
Q4 | $1.45M | Sell |
15,632
-380
| -2% | -$35.3K | 1.28% | 31 |
|
|
2015
Q3 | $1.36M | Buy |
16,012
+760
| +5% | +$64.7K | 1.26% | 30 |
|
|
2015
Q2 | $1.31M | Buy |
15,252
+4,714
| +45% | +$403K | 1.11% | 30 |
|
|
2015
Q1 | $894K | Buy |
+10,538
| New | +$894K | 0.74% | 40 |
|