JWM
Jacobus Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.18M | Hold |
59,521
| – | – | 0.83% | 33 |
|
|
2017
Q2 | $2.89M | Hold |
59,521
| – | – | 0.78% | 35 |
|
|
2017
Q1 | $2.64M | Hold |
59,521
| – | – | 0.74% | 37 |
|
|
2016
Q4 | $2.29M | Hold |
59,521
| – | – | 0.67% | 37 |
|
|
2016
Q3 | $2.52M | Hold |
59,521
| – | – | 0.73% | 39 |
|
|
2016
Q2 | $2.34M | Sell |
59,521
-267
| -0.4% | -$10.5K | 0.71% | 38 |
|
|
2016
Q1 | $2.5M | Buy |
59,788
+35
| +0.1% | +$1.46K | 0.73% | 36 |
|
|
2015
Q4 | $2.68M | Hold |
59,753
| – | – | 0.77% | 33 |
|
|
2015
Q3 | $2.4M | Sell |
59,753
-2,225
| -4% | -$89.5K | 0.7% | 40 |
|
|
2015
Q2 | $3.04M | Buy |
61,978
+27
| +0% | +$1.33K | 0.76% | 36 |
|
|
2015
Q1 | $2.87M | Hold |
61,951
| – | – | 0.74% | 35 |
|
|
2014
Q4 | $2.79M | Sell |
61,951
-975
| -2% | -$43.9K | 0.72% | 36 |
|
|
2014
Q3 | $2.62M | Sell |
62,926
-2,136
| -3% | -$88.8K | 0.72% | 33 |
|
|
2014
Q2 | $2.66M | Hold |
65,062
| – | – | 0.68% | 35 |
|
|
2014
Q1 | $2.51M | Buy |
+65,062
| New | +$2.51M | 0.61% | 36 |
|
|
2013
Q4 | – | Sell |
-64,791
| Closed | -$2.15M | – | 310 |
|
|
2013
Q3 | $2.15M | Hold |
64,791
| – | – | 0.75% | 33 |
|
|
2013
Q2 | $2.26M | Buy |
+64,791
| New | +$2.26M | 0.83% | 30 |
|