List Teri has demonstrated a clear selling bias across their three most-traded holdings—Microsoft (MSFT), Danaher (DHR), and Visa (V)—with $2.38 million in total sales outweighing $659,075 in purchases. The bulk of their activity centers on Danaher, where they executed multiple large sell transactions, including an $816,724 disposition in February 2024, a $586,319 sale in August 2025, and a $746,997 sell-off in November 2025. Smaller, recurring acquisitions of DHR shares—typically around $2,400 per transaction—appear to be automated, likely tied to dividend reinvestments or vesting events. Microsoft transactions, while frequent, show no monetary value in filings, suggesting option exercises or grants rather than open-market trades. Recent activity skews decisively toward divestment, with three sales in early 2026, including two MSFT transactions on March 12 and a $2,442 DHR sale on January 30. The absence of any recent buys and the multiyear pattern of monetizing DHR positions indicate a sustained reduction in exposure, particularly to Danaher, which accounts for 89% of their total sell-side dollar volume. Visa appears only once in the record with a zero-value transaction, representing minimal involvement.
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