BFWA
Benchmark Financial Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-772
| Closed | -$215K | – | 103 |
|
|
2024
Q3 | $215K | Sell |
772
-55
| -7% | -$15.3K | 0.07% | 94 |
|
|
2024
Q2 | $207K | Sell |
827
-29
| -3% | -$7.24K | 0.08% | 90 |
|
|
2024
Q1 | $214K | Buy |
+856
| New | +$214K | 0.08% | 86 |
|
|
2023
Q4 | – | Sell |
-842
| Closed | -$209K | – | 81 |
|
|
2023
Q3 | $209K | Sell |
842
-56
| -6% | -$13.9K | 0.1% | 66 |
|
|
2023
Q2 | $216K | Buy |
898
+54
| +6% | +$13K | 0.1% | 68 |
|
|
2023
Q1 | $213K | Sell |
844
-16
| -2% | -$4.03K | 0.11% | 64 |
|
|
2022
Q4 | $228K | Buy |
860
+9
| +1% | +$2.39K | 0.12% | 64 |
|
|
2022
Q3 | $220K | Buy |
+851
| New | +$220K | 0.13% | 62 |
|
|
2022
Q1 | – | Sell |
-652
| Closed | -$215K | – | 79 |
|
|
2021
Q4 | $215K | Buy |
+652
| New | +$215K | 0.09% | 72 |
|