JWM
Jacobus Wealth Management’s AB InBev BUD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $119K | Hold |
1,000
| – | – | 0.03% | 199 |
|
|
2017
Q2 | $110K | Sell |
1,000
-42
| -4% | -$4.62K | 0.03% | 201 |
|
|
2017
Q1 | $114K | Buy |
1,042
+42
| +4% | +$4.6K | 0.03% | 193 |
|
|
2016
Q4 | $105K | Hold |
1,000
| – | – | 0.03% | 196 |
|
|
2016
Q3 | $131K | Hold |
1,000
| – | – | 0.04% | 200 |
|
|
2016
Q2 | $132K | Hold |
1,000
| – | – | 0.04% | 192 |
|
|
2016
Q1 | $125K | Hold |
1,000
| – | – | 0.04% | 243 |
|
|
2015
Q4 | $125K | Sell |
1,000
-580
| -37% | -$72.5K | 0.04% | 251 |
|
|
2015
Q3 | $168K | Hold |
1,580
| – | – | 0.05% | 225 |
|
|
2015
Q2 | $191K | Hold |
1,580
| – | – | 0.05% | 220 |
|
|
2015
Q1 | $193K | Hold |
1,580
| – | – | 0.05% | 214 |
|
|
2014
Q4 | $177K | Hold |
1,580
| – | – | 0.05% | 218 |
|
|
2014
Q3 | $175K | Hold |
1,580
| – | – | 0.05% | 220 |
|
|
2014
Q2 | $182K | Sell |
1,580
-520
| -25% | -$59.9K | 0.05% | 225 |
|
|
2014
Q1 | $221K | Hold |
2,100
| – | – | 0.05% | 209 |
|
|
2013
Q4 | $224K | Buy |
2,100
+580
| +38% | +$61.9K | 0.07% | 198 |
|
|
2013
Q3 | $151K | Buy |
+1,520
| New | +$151K | 0.05% | 198 |
|