AEPWM
Atlantic Edge Private Wealth Management’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $467K | Sell |
2,517
-159
| -6% | -$29.5K | 0.13% | 93 |
|
2025
Q1 | $561K | Sell |
2,676
-75
| -3% | -$15.7K | 0.17% | 89 |
|
2024
Q4 | $489K | Sell |
2,751
-124
| -4% | -$22K | 0.15% | 90 |
|
2024
Q3 | $568K | Buy |
2,875
+11
| +0.4% | +$2.17K | 0.17% | 91 |
|
2024
Q2 | $491K | Buy |
2,864
+15
| +0.5% | +$2.57K | 0.16% | 92 |
|
2024
Q1 | $519K | Buy |
2,849
+1,353
| +90% | +$246K | 0.18% | 91 |
|
2023
Q4 | $232K | Buy |
+1,496
| New | +$232K | 0.09% | 115 |
|