CWS
Confluence Wealth Services’s Janus Henderson JHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
36,382
+136
| +0.4% | +$5.28K | 0.08% | 133 |
|
|
2025
Q1 | $1.15M | Buy |
36,246
+2,275
| +7% | +$72.4K | 0.07% | 139 |
|
|
2024
Q4 | $1.48M | Buy |
33,971
+2,317
| +7% | +$101K | 0.1% | 104 |
|
|
2024
Q3 | $1.21M | Buy |
31,654
+1,838
| +6% | +$70K | 0.09% | 121 |
|
|
2024
Q2 | $1.01M | Buy |
29,816
+3,430
| +13% | +$116K | 0.08% | 145 |
|
|
2024
Q1 | $868K | Buy |
26,386
+2,103
| +9% | +$69.2K | 0.08% | 146 |
|
|
2023
Q4 | $732K | Buy |
24,283
+3,813
| +19% | +$115K | 0.08% | 142 |
|
|
2023
Q3 | $529K | Buy |
20,470
+3,389
| +20% | +$87.5K | 0.1% | 151 |
|
|
2023
Q2 | $465K | Buy |
17,081
+6,690
| +64% | +$182K | 0.1% | 160 |
|
|
2023
Q1 | $277K | Buy |
+10,391
| New | +$277K | 0.06% | 206 |
|