JWM
Jacobus Wealth Management’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.16M | Hold |
13,485
| – | – | 0.3% | 64 |
|
|
2017
Q2 | $1.14M | Hold |
13,485
| – | – | 0.31% | 64 |
|
|
2017
Q1 | $1.15M | Hold |
13,485
| – | – | 0.32% | 61 |
|
|
2016
Q4 | $1.05M | Hold |
13,485
| – | – | 0.31% | 66 |
|
|
2016
Q3 | $1.06M | Hold |
13,485
| – | – | 0.31% | 63 |
|
|
2016
Q2 | $1.36M | Sell |
13,485
-858
| -6% | -$86.7K | 0.42% | 52 |
|
|
2016
Q1 | $1.36M | Buy |
14,343
+88
| +0.6% | +$8.35K | 0.4% | 57 |
|
|
2015
Q4 | $1.32M | Sell |
14,255
-315
| -2% | -$29.3K | 0.38% | 56 |
|
|
2015
Q3 | $1.24M | Sell |
14,570
-207
| -1% | -$17.6K | 0.36% | 60 |
|
|
2015
Q2 | $1.27M | Sell |
14,777
-50
| -0.3% | -$4.28K | 0.31% | 65 |
|
|
2015
Q1 | $1.26M | Sell |
14,827
-59
| -0.4% | -$5.01K | 0.33% | 63 |
|
|
2014
Q4 | $1.28M | Buy |
14,886
+27
| +0.2% | +$2.31K | 0.33% | 64 |
|
|
2014
Q3 | $1.13M | Buy |
14,859
+252
| +2% | +$19.1K | 0.31% | 70 |
|
|
2014
Q2 | $1.15M | Hold |
14,607
| – | – | 0.29% | 74 |
|
|
2014
Q1 | $1.1M | Hold |
14,607
| – | – | 0.27% | 78 |
|
|
2013
Q4 | $1.13M | Buy |
14,607
+807
| +6% | +$62.3K | 0.33% | 65 |
|
|
2013
Q3 | $957K | Hold |
13,800
| – | – | 0.33% | 59 |
|
|
2013
Q2 | $874K | Buy |
+13,800
| New | +$874K | 0.32% | 66 |
|