CWS
Confluence Wealth Services’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
1,521
-600
| -28% | -$119K | 0.02% | 307 |
|
|
2025
Q1 | $416K | Sell |
2,121
-783
| -27% | -$154K | 0.03% | 249 |
|
|
2024
Q4 | $713K | Buy |
2,904
+120
| +4% | +$29.5K | 0.05% | 189 |
|
|
2024
Q3 | $774K | Sell |
2,784
-590
| -17% | -$164K | 0.06% | 179 |
|
|
2024
Q2 | $843K | Buy |
3,374
+771
| +30% | +$193K | 0.07% | 172 |
|
|
2024
Q1 | $650K | Buy |
2,603
+673
| +35% | +$168K | 0.06% | 180 |
|
|
2023
Q4 | $446K | Buy |
1,930
+66
| +4% | +$15.3K | 0.05% | 199 |
|
|
2023
Q3 | $462K | Buy |
1,864
+252
| +16% | +$62.5K | 0.09% | 167 |
|
|
2023
Q2 | $387K | Buy |
1,612
+12
| +0.8% | +$2.88K | 0.08% | 190 |
|
|
2023
Q1 | $403K | Sell |
1,600
-109
| -6% | -$27.5K | 0.09% | 161 |
|
|
2022
Q4 | $454K | Buy |
1,709
+103
| +6% | +$27.3K | 0.12% | 146 |
|
|
2022
Q3 | $414K | Sell |
1,606
-2,414
| -60% | -$622K | 0.18% | 145 |
|
|
2022
Q2 | $1.17M | Buy |
4,020
+137
| +4% | +$39.9K | 0.51% | 61 |
|
|
2022
Q1 | $1.14M | Sell |
3,883
-95
| -2% | -$27.9K | 0.41% | 62 |
|
|
2021
Q4 | $1.31M | Buy |
+3,978
| New | +$1.31M | 0.42% | 55 |
|