JSA
Jacobson & Schmitt Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
+2,031
| New | +$377K | 0.07% | 59 |
|
|
2025
Q1 | – | Sell |
-2,031
| Closed | -$361K | – | 44 |
|
|
2024
Q4 | $361K | Hold |
2,031
| – | – | 0.07% | 61 |
|
|
2024
Q3 | $401K | Sell |
2,031
-21
| -1% | -$4.15K | 0.08% | 54 |
|
|
2024
Q2 | $352K | Buy |
+2,052
| New | +$352K | 0.08% | 52 |
|
|
2024
Q1 | – | Sell |
-1,800
| Closed | -$279K | – | 46 |
|
|
2023
Q4 | $279K | Sell |
1,800
-100
| -5% | -$15.5K | 0.07% | 57 |
|
|
2023
Q3 | $283K | Buy |
1,900
+100
| +6% | +$14.9K | 0.08% | 47 |
|
|
2023
Q2 | $243K | Hold |
1,800
| – | – | 0.07% | 55 |
|
|
2023
Q1 | $287K | Hold |
1,800
| – | – | 0.08% | 50 |
|
|
2022
Q4 | $242K | Hold |
1,800
| – | – | 0.08% | 45 |
|
|
2022
Q3 | $242K | Hold |
1,800
| – | – | 0.08% | 45 |
|
|
2022
Q2 | $276K | Hold |
1,800
| – | – | 0.09% | 42 |
|
|
2022
Q1 | $292K | Hold |
1,800
| – | – | 0.08% | 46 |
|
|
2021
Q4 | $244K | Buy |
+1,800
| New | +$244K | 0.06% | 54 |
|