EWS
Evergreen Wealth Solutions’s Danaher DHR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-932
| Closed | -$259K | – | 107 |
|
2024
Q3 | $259K | Sell |
932
-571
| -38% | -$159K | 0.18% | 90 |
|
2024
Q2 | $376K | Sell |
1,503
-1,510
| -50% | -$377K | 0.27% | 75 |
|
2024
Q1 | $752K | Buy |
3,013
+30
| +1% | +$7.49K | 0.56% | 43 |
|
2023
Q4 | $690K | Buy |
2,983
+225
| +8% | +$52K | 0.59% | 43 |
|
2023
Q3 | $684K | Buy |
2,758
+298
| +12% | +$73.9K | 0.69% | 41 |
|
2023
Q2 | $590K | Buy |
2,460
+114
| +5% | +$27.4K | 0.6% | 52 |
|
2023
Q1 | $591K | Buy |
2,346
+174
| +8% | +$43.8K | 0.68% | 46 |
|
2022
Q4 | $577K | Buy |
2,172
+112
| +5% | +$29.8K | 0.76% | 42 |
|
2022
Q3 | $532K | Buy |
2,060
+470
| +30% | +$121K | 0.75% | 42 |
|
2022
Q2 | $403K | Buy |
1,590
+213
| +15% | +$54K | 0.49% | 62 |
|
2022
Q1 | $404K | Buy |
1,377
+24
| +2% | +$7.04K | 0.39% | 62 |
|
2021
Q4 | $445K | Buy |
+1,353
| New | +$445K | 0.4% | 57 |
|