PWA
Phoenix Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Sell |
4,207
-14
| -0.3% | -$2.77K | 0.35% | 62 |
|
|
2025
Q1 | $865K | Sell |
4,221
-66
| -2% | -$13.5K | 0.38% | 56 |
|
|
2024
Q4 | $984K | Sell |
4,287
-56
| -1% | -$12.9K | 0.43% | 48 |
|
|
2024
Q3 | $1.21M | Sell |
4,343
-298
| -6% | -$82.9K | 0.56% | 44 |
|
|
2024
Q2 | $1.16M | Buy |
4,641
+386
| +9% | +$96.5K | 0.58% | 44 |
|
|
2024
Q1 | $1.06M | Sell |
4,255
-51
| -1% | -$12.7K | 0.65% | 41 |
|
|
2023
Q4 | $1.01M | Buy |
4,306
+35
| +0.8% | +$8.22K | 0.7% | 36 |
|
|
2023
Q3 | $1.06M | Buy |
4,271
+32
| +0.8% | +$7.94K | 0.62% | 36 |
|
|
2023
Q2 | $1.02M | Sell |
4,239
-324
| -7% | -$77.8K | 0.59% | 36 |
|
|
2023
Q1 | $1.15M | Buy |
4,563
+18
| +0.4% | +$4.54K | 0.71% | 31 |
|
|
2022
Q4 | $1.21M | Buy |
4,545
+158
| +4% | +$41.9K | 0.73% | 35 |
|
|
2022
Q3 | $1.13M | Sell |
4,387
-4
| -0.1% | -$1.03K | 1.13% | 32 |
|
|
2022
Q2 | $1.11M | Buy |
4,391
+181
| +4% | +$45.9K | 1.1% | 28 |
|
|
2022
Q1 | $1.22M | Buy |
4,210
+208
| +5% | +$60.2K | 1.26% | 22 |
|
|
2021
Q4 | $1.32M | Sell |
4,002
-497
| -11% | -$164K | 0.99% | 29 |
|
|
2021
Q3 | $1.37M | Buy |
4,499
+20
| +0.4% | +$6.09K | 1.02% | 27 |
|
|
2021
Q2 | $1.25M | Buy |
4,479
+229
| +5% | +$63.8K | 0.9% | 28 |
|
|
2021
Q1 | $957K | Buy |
4,250
+496
| +13% | +$112K | 0.74% | 36 |
|
|
2020
Q4 | $834K | Buy |
+3,754
| New | +$834K | 0.63% | 40 |
|