JFS Wealth Advisors’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.5K | Sell |
286
-88
| -24% | -$17.4K | ﹤0.01% | 455 |
|
2025
Q1 | $76.7K | Buy |
374
+51
| +16% | +$10.5K | 0.01% | 402 |
|
2024
Q4 | $74.1K | Sell |
323
-9
| -3% | -$2.07K | 0.01% | 397 |
|
2024
Q3 | $92.3K | Sell |
332
-6
| -2% | -$1.67K | 0.01% | 374 |
|
2024
Q2 | $84.5K | Sell |
338
-57
| -14% | -$14.2K | 0.01% | 337 |
|
2024
Q1 | $98.6K | Buy |
395
+50
| +14% | +$12.5K | 0.01% | 315 |
|
2023
Q4 | $79.8K | Buy |
345
+26
| +8% | +$6.02K | 0.01% | 339 |
|
2023
Q3 | $70.2K | Hold |
319
| – | – | 0.01% | 331 |
|
2023
Q2 | $67.9K | Sell |
319
-153
| -32% | -$32.6K | 0.01% | 329 |
|
2023
Q1 | $105K | Sell |
472
-7
| -1% | -$1.56K | 0.01% | 270 |
|
2022
Q4 | $113K | Sell |
479
-44
| -8% | -$10.4K | 0.01% | 262 |
|
2022
Q3 | $120K | Buy |
523
+128
| +32% | +$29.4K | 0.01% | 265 |
|
2022
Q2 | $89K | Buy |
395
+199
| +102% | +$44.8K | 0.01% | 295 |
|
2022
Q1 | $51K | Buy |
196
+27
| +16% | +$7.03K | ﹤0.01% | 422 |
|
2021
Q4 | $49K | Buy |
169
+39
| +30% | +$11.3K | ﹤0.01% | 425 |
|
2021
Q3 | $35K | Buy |
130
+45
| +53% | +$12.1K | ﹤0.01% | 462 |
|
2021
Q2 | $20K | Hold |
85
| – | – | ﹤0.01% | 368 |
|
2021
Q1 | $17K | Hold |
85
| – | – | ﹤0.01% | 357 |
|
2020
Q4 | $17K | Buy |
+85
| New | +$17K | ﹤0.01% | 349 |
|
2020
Q1 | – | Sell |
-8
| Closed | -$1K | – | 510 |
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 473 |
|
2019
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 468 |
|
2018
Q2 | – | Sell |
-94
| Closed | -$8K | – | 490 |
|
2018
Q1 | $8K | Hold |
94
| – | – | ﹤0.01% | 384 |
|
2017
Q4 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 390 |
|
2017
Q3 | – | Sell |
-38
| Closed | -$3K | – | 447 |
|
2017
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 386 |
|
2017
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 408 |
|
2016
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 408 |
|
2016
Q3 | $3K | Sell |
38
-13
| -25% | -$1.03K | ﹤0.01% | 441 |
|
2016
Q2 | $3K | Sell |
51
-14
| -22% | -$824 | ﹤0.01% | 456 |
|
2016
Q1 | $4K | Buy |
65
+14
| +27% | +$862 | ﹤0.01% | 462 |
|
2015
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 482 |
|
2015
Q3 | $3K | Sell |
51
-282
| -85% | -$16.6K | ﹤0.01% | 416 |
|
2015
Q2 | $19K | Sell |
333
-9
| -3% | -$514 | 0.01% | 282 |
|
2015
Q1 | $20K | Hold |
342
| – | – | 0.01% | 280 |
|
2014
Q4 | $20K | Hold |
342
| – | – | ﹤0.01% | 286 |
|
2014
Q3 | $17K | Buy |
342
+4
| +1% | +$199 | ﹤0.01% | 280 |
|
2014
Q2 | $18K | Buy |
+338
| New | +$18K | ﹤0.01% | 267 |
|