CWA
Cascade Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+1,040
| New | +$209K | 0.12% | 54 |
|
|
2025
Q1 | – | Sell |
-1,040
| Closed | -$239K | – | 45 |
|
|
2024
Q4 | $239K | Hold |
1,040
| – | – | 0.16% | 43 |
|
|
2024
Q3 | $289K | Hold |
1,040
| – | – | 0.21% | 43 |
|
|
2024
Q2 | $281K | Hold |
1,040
| – | – | 0.21% | 44 |
|
|
2024
Q1 | $250K | Buy |
+1,040
| New | +$250K | 0.21% | 46 |
|