AWA
Amplius Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-825
| Closed | -$229K | – | 182 |
|
|
2024
Q3 | $229K | Buy |
825
+11
| +1% | +$3.06K | 0.03% | 160 |
|
|
2024
Q2 | $203K | Buy |
814
+8
| +1% | +$2K | 0.02% | 162 |
|
|
2024
Q1 | $201K | Buy |
+806
| New | +$201K | 0.02% | 174 |
|
|
2023
Q4 | – | Sell |
-811
| Closed | -$201K | – | 174 |
|
|
2023
Q3 | $201K | Buy |
+811
| New | +$201K | 0.03% | 153 |
|
|
2022
Q2 | – | Sell |
-823
| Closed | -$241K | – | 181 |
|
|
2022
Q1 | $241K | Sell |
823
-8
| -1% | -$2.34K | 0.04% | 154 |
|
|
2021
Q4 | $273K | Buy |
+831
| New | +$273K | 0.04% | 162 |
|