EWA
Encompass Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,250
| Closed | -$904K | – | 105 |
|
|
2024
Q3 | $904K | Hold |
3,250
| – | – | 0.23% | 91 |
|
|
2024
Q2 | $812K | Hold |
3,250
| – | – | 0.22% | 95 |
|
|
2024
Q1 | $812K | Hold |
3,250
| – | – | 0.22% | 94 |
|
|
2023
Q4 | $752K | Hold |
3,250
| – | – | 0.23% | 88 |
|
|
2023
Q3 | $806K | Buy |
3,250
+958
| +42% | +$238K | 0.27% | 78 |
|
|
2023
Q2 | $550K | Hold |
2,292
| – | – | 0.18% | 102 |
|
|
2023
Q1 | $578K | Hold |
2,292
| – | – | 0.2% | 95 |
|
|
2022
Q4 | $608K | Hold |
2,292
| – | – | 0.22% | 84 |
|
|
2022
Q3 | $592K | Hold |
2,292
| – | – | 0.23% | 82 |
|
|
2022
Q2 | $581K | Hold |
2,292
| – | – | 0.21% | 91 |
|
|
2022
Q1 | $672K | Buy |
2,292
+42
| +2% | +$12.3K | 0.17% | 100 |
|
|
2021
Q4 | $740K | Hold |
2,250
| – | – | 0.18% | 99 |
|
|
2021
Q3 | $684K | Hold |
2,250
| – | – | 0.18% | 100 |
|
|
2021
Q2 | $603K | Hold |
2,250
| – | – | 0.15% | 119 |
|
|
2021
Q1 | $576K | Hold |
2,250
| – | – | 0.15% | 123 |
|
|
2020
Q4 | $500K | Buy |
+2,250
| New | +$500K | 0.29% | 64 |
|