Wealth-management articles
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Abbott Laboratories (NYSE:ABT) Stake Boosted by Pacific Wealth Management
Pacific Wealth Management lifted its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 0.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 27,110 shares of the healthcare product maker’s stock after buying an additional 138 shares during the […]
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Caterpillar Inc. (NYSE:CAT) Shares Sold by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,082 shares of the industrial products company’s stock after selling 55 shares during the quarter. […]
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Tesla, Inc. (NASDAQ:TSLA) Shares Sold by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. lessened its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 23,825 shares of the electric vehicle producer’s stock after selling 313 shares during the quarter. Tesla […]