JWM
Jacobus Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $5.26M | Hold |
59,210
| – | – | 1.38% | 23 |
|
|
2017
Q2 | $4.29M | Hold |
59,210
| – | – | 1.16% | 24 |
|
|
2017
Q1 | $3.86M | Buy |
59,210
+63
| +0.1% | +$4.11K | 1.08% | 26 |
|
|
2016
Q4 | $3.7M | Sell |
59,147
-1
| -0% | -$63 | 1.08% | 25 |
|
|
2016
Q3 | $3.73M | Buy |
59,148
+1
| +0% | +$63 | 1.09% | 26 |
|
|
2016
Q2 | $3.66M | Sell |
59,147
-3,117
| -5% | -$193K | 1.12% | 26 |
|
|
2016
Q1 | $3.56M | Buy |
62,264
+20
| +0% | +$1.14K | 1.04% | 24 |
|
|
2015
Q4 | $3.69M | Sell |
62,244
-130
| -0.2% | -$7.7K | 1.06% | 25 |
|
|
2015
Q3 | $3.39M | Sell |
62,374
-1,549
| -2% | -$84.3K | 0.99% | 27 |
|
|
2015
Q2 | $4.3M | Buy |
63,923
+512
| +0.8% | +$34.4K | 1.07% | 27 |
|
|
2015
Q1 | $3.71M | Sell |
63,411
-770
| -1% | -$45.1K | 0.96% | 28 |
|
|
2014
Q4 | $4.2M | Sell |
64,181
-975
| -1% | -$63.8K | 1.09% | 27 |
|
|
2014
Q3 | $3.76M | Buy |
65,156
+584
| +0.9% | +$33.7K | 1.04% | 25 |
|
|
2014
Q2 | $3.64M | Sell |
64,572
-600
| -0.9% | -$33.9K | 0.93% | 28 |
|
|
2014
Q1 | $3.35M | Buy |
+65,172
| New | +$3.35M | 0.81% | 29 |
|
|
2013
Q4 | – | Sell |
-63,516
| Closed | -$2.84M | – | 309 |
|
|
2013
Q3 | $2.84M | Hold |
63,516
| – | – | 0.99% | 27 |
|
|
2013
Q2 | $2.63M | Buy |
+63,516
| New | +$2.63M | 0.96% | 25 |
|